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FUNDRAISING NEWS | January 13, 2025
Tags: Personnel, Financial Advisor Move
Centurion Wealth Management announced on January 13 that former Cerity Partners advisor Jake Gurock has joined the firm.
Gurock has five years of experience, most recently at Cerity where he was a part of a team managing the portfolios of ultra-high-net-worth individuals, families, and businesses. He has also served as an advisor at AWM Capital and Vanguard.
McLean, VA-based Centurion provides wealth management for entrepreneurs, executives, and independent women. As of the firm’s latest Form ADV filing from August 2024, it managed nearly $556M in client assets, of which $424.3M were for high-net-worth individuals.
Written By: Dakota
November 23, 2024
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