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John C

Series 65

Glen Allen, VA

Accurate Capital and Wealth LLC

John Cervinka is a Series 65-licensed advisor at Accurate Capital and Wealth LLC with 2 years of industry experience. Prior to joining the firm, he was a full-time student for 16 years. Accurate Capital and Wealth LLC provides fee-based investment management and financial planning primarily to individual clients, utilizing third-party portfolio managers and supported platforms. The firm combines investment services with insurance product sales and conducts public educational seminars on investment topics.

Wealth management Tax-loss harvesting ESG / Sustainable investing
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Jessica C

Series 65

Glen Allen, VA

Accurate Capital and Wealth LLC

Jessica Cervinka is a financial advisor at Accurate Wealth Management, LLC with seven years of industry experience. She holds a Series 65 designation and has worked with Accurate Capital and Wealth LLC and Reliant Retirement Corporation. Outside of her advisory role, she is also involved as an insurance agent with Reliant Retirement Corporation. Accurate Wealth Management serves a diverse client base including individuals, high-net-worth investors, pension plans, charities, and corporations. The firm employs an individualized asset-allocation approach focused on value, safety, quality, and risk control, utilizing a broad range of investment instruments and both in-house and third-party management.

Wealth management Tax-loss harvesting ESG / Sustainable investing
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Joseph C

Series 65

Glen Allen, VA

Accurate Capital and Wealth LLC

Joseph Cervinka is a financial advisor at Accurate Capital and Wealth LLC with two years of industry experience. He holds a Series 65 designation and has been involved in insurance sales and services through Reliant Retirement Corporation since 2017. Kingsguard Capital primarily serves individual clients with discretionary portfolio management and ongoing investment monitoring, using model portfolios and third-party managers. The firm emphasizes asset allocation, periodic rebalancing, and manager oversight consistent with a Modern Portfolio/Efficient Market approach.

Wealth management Tax-loss harvesting ESG / Sustainable investing
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Jameson F

Series 65

Glen Allen, VA

Accurate Capital and Wealth LLC

Jameson Ford is a financial advisor with Accurate Capital and Wealth LLC, holding a Series 65 credential and beginning his industry career in 2023. He has experience working with Reliant Retirement Corporation alongside his role at Accurate Capital and Wealth. Accurate Capital and Wealth LLC provides fee-based investment management and financial planning primarily to individual clients, utilizing third-party portfolio managers and co-advisor platforms. The firm also sells insurance products on a commission basis and conducts public educational seminars on investment topics.

Wealth management Tax-loss harvesting ESG / Sustainable investing
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