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JH

Jonathan Hartley

GC WEALTH MANAGEMENT RIA
Washington, DC 20006
Some features on this profile are disabled
CRD#: 7113297
JH

Professional summary

Jonathan Hartley, who also goes by Jonathan Robert Hartley, is a registered financial advisor currently at GC WEALTH MANAGEMENT RIA, LLC located in Washington, District Of Columbia.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Jonathan has worked at 4 firms and has passed the Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jonathan Robert Hartley

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Hartley'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®
None

Experience

Current

May 25, 2025 - Present

GC WEALTH MANAGEMENT RIA, LLC

Office #1: 800 Connecticut Avenue, Nw Floor 3, Suite 315, Washington, DC 20006
RIA
CRD#: 327269
Washington, DC
Past

December 8, 2023 - May 22, 2025

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
Washington, DC
Past

September 29, 2023 - May 22, 2025

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Washington, DC
Past

July 9, 2020 - March 21, 2025

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

RIA
CRD#: 108559
Washington, DC
Past

July 9, 2020 - September 29, 2023

FIRST REPUBLIC SECURITIES COMPANY, LLC

BD
CRD#: 105108
Washington, DC

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".
GW
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
District of Columbia
(6/2/2025)
IAR
Virginia
(5/25/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 8/7/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/9/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/24/2020
Securities Industry Essentials Examination

Current Firm

GW
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)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
21

SEC notice filing (22 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts880
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.

Company Information

GC WEALTH MANAGEMENT RIA, LLC

CRD#: 327269Washington, DC 20006

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