JV
Jared R. Vock
PARADY WEALTH MANAGEMENT
THE VILLAGES, FL 32163-2910
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CRD#: 6948318
JV
Professional summary
Jared Ralph Vock, who also goes by Jared Vock, is a registered financial advisor currently at PARADY WEALTH MANAGEMENT located in The Villages, Florida.
Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jared has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jared Vock
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.
Name of business - Parady Financial Group, Inc., Investment-Related, Business address - 3602 Kiessel Road, The Villages, FL 32162, Nature of business - Insurance agency, Position held - licensed insurance agent, Start date with Business - 5/28/2024, Hours worked per month - approx. 35, Hours worked during security trading hours - approx. 35.
CRS (Client Relationship Summary) - RIA
Click below to view Jared Ralph Vock'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®
NoneExperience
Current
February 28, 2025 - Present
PARADY WEALTH MANAGEMENT
Office #1: 3602 Kiessel Road, The Villages, FL 32163-2910RIA
CRD#: 169997
THE VILLAGES, FL
Past
September 13, 2022 - May 31, 2024
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
LADY LAKE, FL
Past
September 12, 2022 - May 31, 2024
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
LADY LAKE, FL
Past
November 26, 2019 - July 26, 2022
MORGAN STANLEY
RIA
CRD#: 149777
The Villages, FL
Past
October 30, 2019 - July 26, 2022
MORGAN STANLEY
BD
CRD#: 149777
The Villages, FL
Past
June 1, 2019 - August 6, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
THE VILLAGES, FL
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".
PW
PARADY WEALTH MANAGEMENT
BLUEPRINT WEALTH MANAGEMENT | PARADY WEALTH MANAGEMENT | PARADY INVESTMENTS, LLC | BLUEPRINT WEALTH MANAGEMENT, LLC
CRD#: 169997 / SEC#: 801-123022
RIA
Registered Investment Advisory firm - (1/10/2022 Approved)Colorado
Registered Investment Advisory firm - (1/18/2022 Terminated)Florida
Registered Investment Advisory firm - (1/12/2022 Terminated)Texas
Registered Investment Advisory firm - (1/12/2022 Terminated)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.Highlighted states indicate IAR registrations
IAR
Florida(4/15/2025)
IAR
Texas(2/28/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 6/1/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
PW
PARADY WEALTH MANAGEMENT
BLUEPRINT WEALTH MANAGEMENT | PARADY WEALTH MANAGEMENT | PARADY INVESTMENTS, LLC | BLUEPRINT WEALTH MANAGEMENT, LLC
CRD#: 169997 / SEC#: 801-123022
RIA
Registered Investment Advisory firm - (1/10/2022 Approved)Colorado
Registered Investment Advisory firm - (1/18/2022 Terminated)Florida
Registered Investment Advisory firm - (1/12/2022 Terminated)Texas
Registered Investment Advisory firm - (1/12/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3602 Kiessel Road, The Villages, FL 32163-2910
Mailing Address
Phone number
(352) 674-3911
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (13 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,940 |
| AUM (Assets Under Management) | $ 156,088,190 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
PARADY WEALTH MANAGEMENT
CRD#: 169997The Villages, FL 32163-2910TRUST BUT VERIFY
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