James M. Gersack

GC WEALTH MANAGEMENT RIA

Jackson, WY 83001

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CRD#: 2901820

Professional summary

James Michael Gersack, CFP®, who also goes by Jim Gersack, is a registered financial advisor currently at GC WEALTH MANAGEMENT RIA, LLC located in Jackson, Wyoming.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. James has worked at 10 firms and has passed the Series 63, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jim Gersack

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) Our Lady of the Mountains Catholic Church; Jackson, WY; not investment-related; as Trustee I work with our pastor to assist in the management of the parish at-large, as Chairman of the finance council my role is to provide accountability & reporting of the parish finances; start 1/1/2014; 4 hrs per month; 2 hrs during trading. (2) National Museum of Wildlife Art; Jackson, WY; not investment-related; Board of Directors & Chair of the Audit Committee; my primary duty is to work collectively with the board of directors at-large to provide guidance & direction; start 1/1/2014; 4 hrs per month; 2 hrs during trading. (3) Teton County Library Foundation; Jackson, WY; not investment-related; Board of Directors; responsibility is to offer guidance & strategic direction to the foundation staff on how best to support the objective and mission of the library; start 1/1/2014;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Michael Gersack's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

September 29, 2023 - Present

GC WEALTH MANAGEMENT RIA, LLC

Office #1: 172 N Center St Ste 202, Jackson, WY 83001

RIA

CRD#: 327269

Jackson, WY

Past

November 12, 2019 - October 2, 2023

FIRST REPUBLIC SECURITIES COMPANY, LLC

CRD#: 105108

Jackson, WY

Past

February 13, 2019 - October 2, 2023

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

RIA

CRD#: 108559

Jackson, WY

Past

January 21, 2014 - June 9, 2014

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

JACKSON, WY

Past

December 9, 2006 - January 21, 2014

CETERA INVESTMENT SERVICES LLC

RIA

CRD#: 15340

JACKSON, WY

Past

December 9, 2006 - June 9, 2014

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

JACKSON, WY

Past

May 12, 2006 - December 15, 2006

FINTEGRA, LLC

RIA

CRD#: 16741

JACKSON, WY

Past

March 9, 2006 - December 15, 2006

FINTEGRA, LLC

CRD#: 16741

JACKSON, WY

Past

December 18, 2002 - February 17, 2006

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

BOISE, ID

Past

October 30, 2002 - February 17, 2006

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

BOSTON, MA

Past

July 14, 2000 - September 27, 2002

BANC OF AMERICA SECURITIES LLC

CRD#: 26091

NEW YORK, NY

Past

December 16, 1997 - July 18, 2000

SANFORD C. BERNSTEIN & CO., INC.

CRD#: 1232

NEW YORK, NY

Past

July 15, 1997 - October 24, 1997

D.A. DAVIDSON & CO.

CRD#: 199

GREAT FALLS, MT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GC WEALTH MANAGEMENT RIA, LLC

CATALYTIC WEALTH MANAGEMENT | GENOMIC WEALTH RIA, LLC | GENOMIC WEALTH MANAGEMENT | GC WEALTH MANAGEMENT RIA, LLC | CATALYTIC WEALTH RIA, LLC

CRD#: 327269 / SEC#: 801-128318

RIA

Registered Investment Advisory firm - (8/3/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(10/27/2023)

IAR

Wyoming
(9/29/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 3/11/2020

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 12/30/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 7/12/1997

General Securities Representative Examination

Current Firm

GC WEALTH MANAGEMENT RIA, LLC

CATALYTIC WEALTH MANAGEMENT | GENOMIC WEALTH RIA, LLC | GENOMIC WEALTH MANAGEMENT | GC WEALTH MANAGEMENT RIA, LLC | CATALYTIC WEALTH RIA, LLC

CRD#: 327269 / SEC#: 801-128318

RIA

Registered Investment Advisory firm - (8/3/2023 Approved)

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Contact information

Main Address

20 University Road 4th Floor, Cambridge, MA 02138-5815

Mailing Address

Phone number

(617) 234-7000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts	880
AUM (Assets Under Management)	$ 2,153,349,029

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

James M. Gersack

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Michael Gersack's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRST REPUBLIC SECURITIES COMPANY, LLC

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

CETERA INVESTMENT ADVISERS LLC

CETERA INVESTMENT SERVICES LLC

CETERA INVESTMENT SERVICES LLC

FINTEGRA, LLC

FINTEGRA, LLC

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA SECURITIES LLC

SANFORD C. BERNSTEIN & CO., INC.

D.A. DAVIDSON & CO.

Primary Firm SEC Registration

GC WEALTH MANAGEMENT RIA, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/11/2020

Series 66

Date: 12/30/2002

Series 7

Date: 7/12/1997

Current Firm

GC WEALTH MANAGEMENT RIA, LLC

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GC WEALTH MANAGEMENT RIA, LLC

TRUST BUT VERIFY

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