Jack Shujie Zhao
Investment adviser representative at Gc Wealth Management Ria, LLC
10 yearsExperience
2 statesRegistered in
CFADesignation
$5.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Gc Wealth Management Ria, LLCSep 2026 to now
- SummitrySep 2018 to Sep 2026
- Chicago BoothAug 2016 to Jun 2018
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CA, WA).
Gc Wealth Management Ria, LLC
$5.8BAssets managed
247Clients
35Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7954175
- Firm CRD
- 327269