DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
James Michael Gersack
Certified Financial Planner
Feed of 09/14/2026
Also filed as Jim Gersack
At current firm
2 y
since Sep 29, 2023
In the industry
23 y
since Dec 18, 2002 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Gc Wealth Management Ria, LLC independent RIA currentsince Sep 29, 2023 · Jackson, Wy
- J.P. Morgan Private Wealth Advisors LLC formerFeb 13, 2019 to Oct 2, 2023 · Jackson, Wy
- Cetera Investment Advisers LLC BD affiliatedJan 21, 2014 to Jun 9, 2014 · Jackson, Wy
- Cetera Investment Services LLC formerDec 9, 2006 to Jan 21, 2014 · Jackson, Wy
- Fintegra, LLC formerMay 12, 2006 to Dec 15, 2006 · Jackson, Wy
- Banc Of America Investment Services, Inc. unclassifiedDec 18, 2002 to Feb 17, 2006 · Boise, Id
Moves
a registration end followed by a registration begin elsewhere
- J.P. Morgan Private Wealth Advisors LLC to Gc Wealth Management Ria, LLCleft Oct 2, 2023, registered Sep 29, 2023 (-3 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- Cetera Investment Advisers LLC to J.P. Morgan Private Wealth Advisors LLCleft Jun 9, 2014, registered Feb 13, 2019 (1710 days) · Other
- Cetera Investment Services LLC to Cetera Investment Advisers LLCleft Jan 21, 2014, registered Jan 21, 2014 (0 days) · corporate re-registration, not a move
- Fintegra, LLC to Cetera Investment Services LLCleft Dec 15, 2006, registered Dec 9, 2006 (-6 days) · Other
- Banc Of America Investment Services, Inc. to Fintegra, LLCleft Feb 17, 2006, registered May 12, 2006 (84 days) · Other
Signals
- James Michael Gersack left J.P. Morgan Private Wealth Advisors Llc for Gc Wealth Management Ria, Llc (registered 2023-09-29)Oct 2, 2023 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address