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Jacob Alan Gurock

Centurion Wealth Management

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About Jacob Alan Gurock

Jacob Gurock is an investment advisor representative at Centurion Wealth Management, LLC, located in McLean, Virginia. Jacob has been in the financial services industry since 2019. Jacob holds the Series 66, Series 7TO, and SIE licenses. Jacob is also a Certified Financial Planner. Jacob has previous experience with The Vanguard Group, Inc. and AWM CAPITAL, LLC. Jacob specializes in financial planning, retirement & estate planning, divorce planning, portfolio management for individuals and businesses, and insurance.

Firm Information

Jacob Gurock is currently registered with Centurion Wealth Management. Centurion Wealth Management is an investment advisor registered with the SEC. Located in McLean, Virginia, the firm offers financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Centurion Wealth Management manages over $591 million in assets for 1,655 accounts.
Centurion Wealth Management

7901 JONES BRANCH DRIVE

MCLEAN, VA 22102

$591.42M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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insurance, retirement & estate planning, divorce planning

Insurance, retirement & estate planning, divorce planning

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jacob Gurock’s Registration & Firm History

VA

01/21/2025 - Present

Centurion Wealth Management (MCLEAN VA)

AZ

07/25/2019 - 05/24/2021

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

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Licenses & Designations

BOTH

Issued 08/08/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/25/2019

Series 7TO - General Securities Representative Examination

BC

Issued 04/26/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Jacob Alan Gurock. Review regulatory record here.
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