AdFi
JM

James Michael Gersack

Investment Adviser Representative at GC WEALTH MANAGEMENT RIA, LLC

Jackson, WYCRD #2901820Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
24 yrs
States Registered
2 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
TexasWyoming
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 3/11/2020
Series 66
Uniform Combined State Law Examination
Passed 12/30/2002
Series 7
General Securities Representative Examination
Passed 7/12/1997

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.015
Source

GC Wealth Management RIA, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

GC WEALTH MANAGEMENT RIA, LLCCurrent
9/29/2023Jackson, WY
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.
2/13/201910/2/2023Jackson, WY
CETERA INVESTMENT ADVISERS LLC
1/21/20146/9/2014Jackson, WY
CETERA INVESTMENT SERVICES LLC
12/9/20061/21/2014Jackson, WY
FINTEGRA FINANCIAL SOLUTIONS
5/12/200612/15/2006Jackson, WY
BANC OF AMERICA INVESTMENT SERVICES, INC.
12/18/20022/17/2006Boise, ID

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. James Michael Gersack has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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