DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jacob Alan Gurock
Certified Financial Planner
Feed of 09/14/2026
Also filed as Jake Gurock
At current firm
1 y
since Jan 21, 2025
In the industry
10 y
since Jan 1, 2016 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Centurion Wealth Management independent RIA currentsince Jan 21, 2025 · Mclean, Va
- Cerity Partners LLC independent RIAJan 17, 2023 to Jan 16, 2025 · Reston, Va
- Awm Capital, LLC independent RIAJun 11, 2021 to Dec 7, 2022 · Phoenix, Az
- Vanguard Advisers, Inc. BD affiliatedAug 15, 2019 to May 24, 2021 · Scottsdale, Az
Moves
a registration end followed by a registration begin elsewhere
- Cerity Partners LLC to Centurion Wealth Managementleft Jan 16, 2025, registered Jan 21, 2025 (5 days) · RIA to RIA
- Awm Capital, LLC to Cerity Partners LLCleft Dec 7, 2022, registered Jan 17, 2023 (41 days) · RIA to RIA
- Vanguard Advisers, Inc. to Awm Capital, LLCleft May 24, 2021, registered Jun 11, 2021 (18 days) · Affiliated broker-dealer or bank to independent RIA
Signals
- Jacob Alan Gurock left Cerity Partners Llc for Centurion Wealth Management (registered 2025-01-21)Jan 16, 2025 · Advisor changed firm · fact
- Jacob Alan Gurock left Awm Capital, Llc for Cerity Partners Llc (registered 2023-01-17)Dec 7, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address