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Jacob Ryan Shiffrin

Centura Wealth Advisory

San Diego, CA

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Current Employers
Centura Wealth Advisory

12255 El Camino Real Suite 125, San Diego, CA 92130 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-11-01
  • CA RA
    APPROVED
    Since 2024-11-01

Branch Locations

12255 El Camino Real Suite 125, San Diego, CA 92130 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Truenorth Wealth Salt Lake City UT 05/2022 10/2024
University Of Connecticut Storrs CT 09/2020 05/2023
Guilford High School Guilford CT 09/2016 06/2020
Ccg Wealth Management Llc San Diego CA 10/2024 Present
  • 05/2022 → 10/2024
    Truenorth Wealth
    Salt Lake City, UT
  • 09/2020 → 05/2023
    University Of Connecticut
    Storrs, CT
  • 09/2016 → 06/2020
    Guilford High School
    Guilford, CT
  • 10/2024 → Present
    Ccg Wealth Management Llc
    San Diego, CA
Previous Registrations
  • 2023-07-21 → 2025-04-25
    Truenorth Wealth
    Guilford, CT
    Salt Lake City, UT
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-13
  • S65 Uniform Investment Adviser Law Examination
    2022-01-13
Designations
Other Names
  • Jacob Shiffrin

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
CETERA INVESTMENT MANAGEMENT LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA

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