Unclaimed Profile

Christopher J Wolfe

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.·SAN FRANCISCO, California

SIE, Series 3, Series 7, Series 9, Series 10, Series 16, Series 23, Series 24, Series 63, Series 65CFP CFAClean record19 years registeredFIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

111, SAN FRANCISCO, CA 94111-5602CRD# 2055127Firm CRD# 108559

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Christopher J Wolfe · SAN FRANCISCO, CA

Registration

CRD #2055127 · FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. · 19 years registered

Brand Profile

Not yet started

Career History

GC WEALTH MANAGEMENT RIA, LLC

Dec 2025 – present

PENNINGTON PARTNERS & CO., LLC

Jan 2025 – Nov 2025

BETHESDA, MD

J.P. MORGAN SECURITIES LLC

May 2024 – Jul 2024

NEW YORK, NY

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

Jul 2016 – Jul 2024

NEW YORK, NY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Mar 2011 – Jul 2016

NEW YORK, NY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Oct 2006 – Sep 2009

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 9

Series 10

Series 16

Series 23

Series 24

Series 63

Series 65

Registration record

First registered · October 27, 2006

Years registered · 19

Professional designations · CFP, CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

CRD 108559 · SEC 801-56293

AUM

$86.3B

Regulatory assets under management

Employees

690

56,585 client accounts

Services offered by J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at J.P. MORGAN PRIVATE WEALTH ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Christopher J Wolfe offer?

Christopher J Wolfe specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Christopher J Wolfe's credentials?

Christopher J Wolfe holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Christopher J Wolfe located?

Christopher J Wolfe is based in SAN FRANCISCO, California, working with FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Christopher J Wolfe charge for services?

Christopher J Wolfe's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: portfolio consulting / flat fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.?

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. has approximately 690 employees and manages $86.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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