JACOB A. GUROCK
CENTURION WEALTH MANAGEMENT | SENIOR ASSOCIATE
Mclean, VA 22102
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CRD#: 7131166
Professional summary
JACOB ALAN GUROCK, CFP®, who also goes by Jacob Gurock, Jake Gurock, is a registered financial advisor currently at CENTURION WEALTH MANAGEMENT located in Mclean, Virginia.
JACOB is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. JACOB has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.
Biography
Jake is a Senior Associate in the Virginia office.
Prior to joining Cerity Partners, Jake was an intern at FJY Financial in 2017. He started his career as a financial planner at Vanguard, and later transitioned to AWM Capital as a wealth strategist working with professional athletes and founders.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Retirement Income Management
Socially Responsible Investing
Budgeting
Estate Planning
Insurance Planning
Social Security Planning
Investment Planning
Retirement Planning
Tax Planning
Education Planning
Small Business Planning
Comprehensive Financial Planni...
Life Transitions
Business Succession Planning
Are you a "fiduciary"?
Yes
Aliases
Jacob Gurock | Jake Gurock
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
As of 9/1/2021, Jacob is on the Texas Tech Personal Financial Planning Alumni Board. In this capacity he attends board meetings that help guide TTU's Financial Planning Program by giving suggestions to professors and mentoring students. As of 2/15/2022, Jacob is on the Texas Tech Center for Collegiate Recovery Communities Advisory Board. In this capacity, he helps guide the strategy & mission of the Texas Tech Center for Collegiate Recovery Communities by attending quarterly board meetings. I am a National Ambassador for the Shatterproof Organization, which is a non profit dedicated to reversing the addiction crisis in the United States. I help all outside business activities by attending board meetings and giving advice on strategy and direction. There are no financial compensation tied to these outside business activities.
CRS (Client Relationship Summary) - RIA
Click below to view JACOB ALAN GUROCK's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2021
Education
Texas Tech University
B.A. - Personal Financial Planning, Summa Cum Laude
Experience
Current
January 15, 2025 - Present
CENTURION WEALTH MANAGEMENT
Office #1: 7901 Jones Branch Drive Suite 230, Mclean, VA 22102RIA
CRD#: 317929
Mclean, VA
Past
January 17, 2023 - January 16, 2025
CERITY PARTNERS LLC
RIA
CRD#: 151559
RESTON, VA
Past
June 11, 2021 - December 7, 2022
AWM CAPITAL, LLC
RIA
CRD#: 287980
PHEOENIX, AZ
Past
August 15, 2019 - May 24, 2021
VANGUARD ADVISERS, INC.
RIA
CRD#: 106715
Scottsdale, AZ
Past
July 25, 2019 - May 24, 2021
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
SCOTTSDALE, AZ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
CENTURION WEALTH MANAGEMENT
CENTURION WEALTH MANAGEMENT | NORTHEAST MONEY MANAGEMENT, LLC | CENTURION WEALTH MANAGEMENT, LLC
CRD#: 317929 / SEC#: 801-123007
RIA
Registered Investment Advisory firm - (1/7/2022 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Virginia(1/15/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/25/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
CW
CENTURION WEALTH MANAGEMENT
CENTURION WEALTH MANAGEMENT | NORTHEAST MONEY MANAGEMENT, LLC | CENTURION WEALTH MANAGEMENT, LLC
CRD#: 317929 / SEC#: 801-123007
RIA
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Contact information
Main Address
7901 Jones Branch Drive Suite 230, Mclean, VA 22102
Mailing Address
Phone number
(571) 765-1890
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (24 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,611 |
| AUM (Assets Under Management) | $ 741,181,353 |
Red Flags
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