Back to All People

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

Your Introduction to an Expert Financial Partner Awaits

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial and life goals and match you with the advisor most well suited to help.

Team member's headshot

Dustin Ribergaard

Lead Concierge

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial and life goals and match you with the advisor most well suited to help.

Schedule now:

Dustin Ribergaard

Lead Concierge

Book your meeting

This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Lead Concierge

Dustin Ribergaard

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

Paul Chmielewski

Partner

Estate Planning

2024 Gift, Estate, and GST Tax Changes

Partner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.

Stephen Klingler

Principal

Investing

5 Things to Do in a Down Market

Volatile markets can shake the confidence of even the most committed long-term investors.  Starting with a comprehensive financial plan, understanding just how much risk you…

Paul Chmielewski

Partner

Charitable Giving

A Guide to Charitable Gifting Options

Discover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…

For general inquiries, click here | For institutions and non-profits, click here

For general inquiries, click here
For institutions and non-profits, click here

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.