Jake Gurock, CFP®

Principal

Reston

Client Advisory

Biography

Jake is a Principal 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.

Education

  • B.A. in Personal Financial Planning, Summa Cum Laude, Texas Tech University
  • Banner Bearer for the College of Human Sciences, awarded to the highest-ranking graduate

Highlights

  • CERTIFIED FINANCIAL PLANNER™
  • President, Texas Tech Personal Financial Planning Alumni Advisory Board
  • Board of Directors of the National Capital Area Financial Planning Association
  • Advisory Board Member, Texas Tech Center for Collegiate Recovery Communities
  • Vice President, Texas Tech Center for Collegiate Recovery Communities Alumni Advisory Board
  • Featured in 2019 Financial Planning Association Year of You Campaign
  • National Champion, 2018 Financial Planning Challenge, Financial Planning Association Annual Conference

Connect with Jake

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our  Client Advisory Colleagues

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.