Jeremy M. Bok
CETERA INVESTMENT ADVISERS
Westlake, OH 44145
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CRD#: 4603315
Jeremy Michael BokCETERA INVESTMENT ADVISERS
Professional summary
Jeremy Michael Bok, AIF®, CFP®, who also goes by Jeremy Bok, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Westlake, Ohio and CETERA WEALTH SERVICES, LLC located in Westlake, Ohio.
Jeremy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Jeremy has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Aliases
Jeremy Bok
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. NAME OF OTHER BUSINESS: SAORSA WEALTH MANAGEMENT, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 01/2018 POSITION/TITLE/RELATIONSHIP: PRESIDENT - WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: OFFERING SECURITIES, ADVISORY, AND INSURANCE BUSINESS; 2. NAME OF OTHER BUSINESS: JBOK CPA, LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ACCOUNTING AND TAX SERVICES START DATE: 02/2015 POSITION/TITLE/RELATIONSHIP: MANAGING MEMBER APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: ACCOUNTING SERVICES, TAX PREPARATION, AND TAX CONSULTING; 3. NAME OF OTHER BUSINESS: BOK PROPERTY MANAGEMENT, LLC INVESTMENT RELATED: NO ADDRESS: AVON LAKE, OH 44012 NATURE OF BUSINESS: PROPERTY MANAGEMENT START DATE: 04/2005 POSITION/TITLE/RELATIONSHIP: MEMBER APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: RENTAL/PROPERTY MANAGEMENT AND FINANCES; 4. NAME OF OTHER BUSINESS: JBRI, LLC INVESTMENT RELATED: NO ADDRESS: AVON LAKE, OH 44012 NATURE OF BUSINESS: COMMERCIAL REAL ESTATE MANAGEMENT START DATE: 05/2013 POSITION/TITLE/RELATIONSHIP: OWNER-MEMBER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: OFFICE SPACE MANAGEMENT; 5. NAME OF OTHER BUSINESS: PARKOB INNOVATIONS, INC. INVESTMENT RELATED: YES ADDRESS: AVON LAKE, OH 44012 NATURE OF BUSINESS: LIFE, DISABILITY, LONG TERM CARE INSURANCE SERVICES START DATE: 06/2001 POSITION/TITLE/RELATIONSHIP: PRESIDENT APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: INSURANCE SERVICES; 6. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 01/2004 APX NUMBER OF HOURS PER WEEK: 3 APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 7. NAME OF OTHER BUSINESS: BAYSIDE SHORES CONDO ASSOCIATION INVESTMENT RELATED: NO ADDRESS: MARBLEHEAD, OH 43440 NATURE OF BUSINESS: BOARD OR COMMITTEE POSITIONS START DATE: 01/2021 POSITION/TITLE/RELATIONSHIP: PRESIDENT, SECRETARY APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: RUN BOARD MEETINGS, TAKE MINUTES, INTERPRET AND GOVERN BY-LAWS;
CRS (Client Relationship Summary) - RIA
Click below to view Jeremy Michael Bok's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2016
Experience
Current
July 22, 2026 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 24600 Detroit Rd Suite 201, Westlake, OH 44145RIA
CRD#: 105644
Westlake, OH
Current
July 22, 2026 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 24600 Detroit Rd., Ste. 201, Westlake, OH 44145BD
CRD#: 13572
Westlake, OH
Past
January 26, 2018 - August 3, 2026
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
Westlake, OH
Past
January 26, 2018 - August 3, 2026
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
Westlake, OH
Past
May 9, 2017 - February 2, 2018
LPL FINANCIAL LLC
RIA
CRD#: 6413
BEACHWOOD, OH
Past
July 1, 2005 - March 26, 2021
RETURN ON LIFE WEALTH PARTNERS
RIA
CRD#: 112879
CLEVELAND, OH
Past
August 4, 2004 - April 5, 2017
LPL FINANCIAL LLC
RIA
CRD#: 6413
BEACHWOOD, OH
Past
August 3, 2004 - February 2, 2018
LPL FINANCIAL LLC
BD
CRD#: 6413
BEACHWOOD, OH
Past
January 22, 2003 - June 1, 2004
WS GRIFFITH SECURITIES, INC.
BD
CRD#: 10410
HARTFORD, CT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(7/22/2026)
RR
Colorado(7/22/2026)
RR
Florida(7/22/2026)
RR
Georgia(7/22/2026)
RR
Illinois(7/22/2026)
RR
Massachusetts(7/28/2026)
RR
Michigan(7/28/2026)
RR
Missouri(7/22/2026)
RR
New Jersey(7/22/2026)
RR
New Mexico(7/27/2026)
RR
New York(7/22/2026)
RR
North Carolina(7/28/2026)
RR
Ohio(7/22/2026)
IAR
Ohio(7/23/2026)
RR
South Carolina(7/22/2026)
RR
Tennessee(7/22/2026)
RR
Texas(7/22/2026)
IAR
Texas(7/22/2026)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Loading...
Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
