Jacob Ryan Shiffrin
Investment adviser representative at Centura Wealth Advisory
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Centura Wealth AdvisoryNov 2024 to now
- Ccg Wealth Management LLCOct 2024 to now
- Truenorth WealthMay 2022 to Oct 2024
- University of ConnecticutSep 2020 to May 2023
- Guilford High SchoolSep 2016 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
Centura Wealth Advisory
Legal name: Ccg Wealth Management, LLC
$1.2BAssets managed
588Clients
18Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7772204
- Firm CRD
- 296985