On March 6, 2023, Cerity Partners announced that it merged with Gamble Jones Investment Counsel.
Under the terms of the transaction, Gamble Jones Investment Counsel (“Gamble Jones”) has merged with and become a part of Cerity Partners LLC (“Cerity”). Cerity will pay a combination of cash and equity to the owners of Gamble Jones. The deal will see the entire Gamble Jones staff join Cerity.
Cerity, based in New York City, is a registered investment advisor that offers financial planning to individuals, families, businesses, and nonprofit organizations. Cerity manages $65 billion in client assets under management and under advisement.
Gamble Jones, based in Pasadena, California, is a registered investment advisor with approximately $1.8 billion in assets under management.
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