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RIA / WealthAdvisorChartered Financial Analyst28 years in industry

Alexandra Rueb

Advisor at GC WEALTH MANAGEMENT RIA, LLC

San Francisco, CA

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Search this name across graphsid dfx:ria:b1f37310-e56f-3d09-5d97-47761ffdb8f0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Apr 5, 2000 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: GC WEALTH MANAGEMENT RIA, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 20, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S65|S63
First exam: Apr 20, 1998
First registration: Apr 5, 2000
Dual registered: no
Other names: ALEXANDRA LYNN FRANSSEN|Lynn Rueb|ALEXANDRA LYNN RUEB
IAPD individual key: 2795391

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GC WEALTH MANAGEMENT RIA, LLC	Independent wealth	May 25, 2025	n/a	yes	San Francisco, CA	Current employment
J.P. MORGAN SECURITIES LLC	Wirehouse	May 30, 2024	May 22, 2025	no	Walnut Creek, CA\|San Francisco, CA\|SAN FRANCISCO, CA	Previous registration
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC	Former SEC adviser	Jun 13, 2014	Mar 17, 2025	no	SAN FRANCISCO, CA\|San Francisco, CA\|Walnut Creek, CA	Previous registration
BARCLAYS CAPITAL INC.	Former SEC adviser	Jan 4, 2011	Jun 5, 2014	no	SAN FRANCISCO, CA	Previous registration
THOMAS WEISEL PARTNERS LLC	Former SEC adviser	Sep 7, 2004	Jan 27, 2011	no	SAN FRANCISCO, CA\|SAN FRANCISCO, CA\|SAN FRANCISCO, CA\|SAN FRANCISCO, CA	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Aug 19, 2003	Nov 10, 2004	no	SAN FRANCISCO, CA	Previous registration
BANC OF AMERICA SECURITIES LLC	n/a	Apr 5, 2000	Aug 20, 2003	no	SAN FRANCISCO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
J.P. MORGAN SECURITIES LLC	GC WEALTH MANAGEMENT RIA, LLC	May 22, 2025	May 25, 2025	3	Firm change	Wirehouse to RIA
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC	J.P. MORGAN SECURITIES LLC	Mar 17, 2025	May 30, 2024	-291	Bulk transfer	Ibd to wirehouse
BARCLAYS CAPITAL INC.	J.P. MORGAN PRIVATE WEALTH ADVISORS LLC	Jun 5, 2014	Jun 13, 2014	8	Firm change	Other
THOMAS WEISEL PARTNERS LLC	BARCLAYS CAPITAL INC.	Jan 27, 2011	Jan 4, 2011	-23	Firm change	Other
BANC OF AMERICA INVESTMENT SERVICES, INC.	THOMAS WEISEL PARTNERS LLC	Nov 10, 2004	Sep 7, 2004	-64	Firm change after gap	Other
BANC OF AMERICA SECURITIES LLC	BANC OF AMERICA INVESTMENT SERVICES, INC.	Aug 20, 2003	Aug 19, 2003	-1	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
79:327269:CA:2025-05-16	May 22, 2025	May 25, 2025	SAN FRANCISCO, CA	Firm change

Relationships

Registered with (7)

→ GC WEALTH MANAGEMENT RIA, LLCRegistered adviserregistration: current employment
May 25, 2025 to presentfactForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
May 30, 2024 to May 22, 2025factForm ADV
→ J.P. MORGAN PRIVATE WEALTH ADVISORS LLCRegistered adviserregistration: previous registration
Jun 13, 2014 to Mar 17, 2025factForm ADV
→ BARCLAYS CAPITAL INC.Registered adviserregistration: previous registration
Jan 4, 2011 to Jun 5, 2014factForm ADV
→ THOMAS WEISEL PARTNERS LLCRegistered adviserregistration: previous registration
Sep 7, 2004 to Jan 27, 2011factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Aug 19, 2003 to Nov 10, 2004factForm ADV
→ BANC OF AMERICA SECURITIES LLCRegistered adviserregistration: previous registration
Apr 5, 2000 to Aug 20, 2003factForm ADV

Dated events

Occurred
May 22, 2025
Advisor changed firm
Alexandra Rueb left J.P. Morgan Securities Llc for Gc Wealth Management Ria, Llc (registered 2025-05-25)
Form ADVobserved 5 days ago