Advisor at GC Wealth Management RIA, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
GC Wealth Management RIA, LLC
Location
Washington, DC 20006
Credentials
CFA®, Series 63
Industry experience
5 years
Jonathan Hartley is a CFA® charterholder and Series 63 licensee with five years of industry experience. He currently serves as an advisor at GC Wealth Management RIA, LLC and previously worked at firms including JP Morgan Chase Bank, First Republic Investment Management, and Merrill Lynch. GC Wealth Management RIA, LLC provides discretionary investment management and financial planning services to institutional and individual clients, including high-net-worth and ultra-high-net-worth individuals, trusts, families, foundations, endowments, charitable organizations, and corporations. The firm offers tailored portfolio management across a broad range of liquid and illiquid investments and typically provides full investment discretion under its management agreements.
Based on GC Wealth Management RIA, LLC
Based on GC Wealth Management RIA, LLC
Founders Membership annual fee of $10,000 for a two-year term (currently waived for pilot phase participants)
Founders Membership annual fee of $10,000 for a two-year term (subscription-like fee)
Minimum fee: Annual Advisory Fee minimum for separate account services (amount not specified, negotiable and waivable) Fee-only: Negotiable fixed fees for financial planning and consulting
800 Connecticut Avenue, Nw, Floor 3, Suite 315
Washington, DC 20006
District of Columbia · Virginia
GC Wealth Management RIA, LLC
2025 - Present (1 year)
JP Morgan Chase Bank, N.a.
2023 - 2025 (2 years)
J.P. Morgan Securities
2023 - 2025 (2 years)
First Republic Securities Company, LLC
2020 - 2023 (3 years)
First Republic Investment Management, Inc
2019 - 2025 (6 years)
Merrill Lynch
2019 - 2019 (1 year)
Endeavor Capital Management, LLC
2017 - 2019 (2 years)
Extended Travel
2016 - 2016 (1 year)
Arcstone Partners
2011 - 2016 (5 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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CFA®, Series 63
Bethesda, MD
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CFP®, Series 63
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Green View Advisors LLC
CFP®, Series 63, Series 65
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G, G, & M Financial Goals
Series 66
Alexandria, VA
Potomac Wealth Strategies, LLC
CFP®, Series 63
Fairfax, VA
David N. Hainsworth, C.P.A., P.C.
Series 63, Series 65
Washington, DC
SHB Advisors
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