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JV

Jared Ralph Vock

PARADY WEALTH MANAGEMENT
THE VILLAGES, FL
·CRD# 6948318·7 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jared Vock

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

7 years in the financial services industry

Current & Past Employments

PARADY WEALTH MANAGEMENT·CRD# 169997
RIA
3602 Kiessel Road, The Villages, FL 32163-2910
February 28, 2025 - Present
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
RIA
Lady Lake, FL
September 13, 2022 - May 31, 2024
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
BD
Lady Lake, FL
September 12, 2022 - May 31, 2024
MORGAN STANLEY·CRD# 149777
RIA
The Villages, FL
November 26, 2019 - July 26, 2022
MORGAN STANLEY·CRD# 149777
BD
The Villages, FL
October 30, 2019 - July 26, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
The Villages, FL
June 1, 2019 - August 6, 2019

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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 - SEC (1/10/2022 Approved)
Colorado
Registered Investment Advisory firm - Colorado (1/18/2022 Terminated)
Florida
Registered Investment Advisory firm - Florida (1/12/2022 Terminated)
Texas
Registered Investment Advisory firm - Texas (1/12/2022 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

3602 Kiessel Road, The Villages, FL 32163-2910

Phone Number

(352) 674-3911

# of Employees

19

SEC notice filing (20 States and Territories)

Registered to provide investment advisory services in 20 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BWM FORM ADV PART 2A 2026.08 (8/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,877

AUM (Assets Under Management)

$145,725,885

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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 - SEC (1/10/2022 Approved)
Colorado
Registered Investment Advisory firm - Colorado (1/18/2022 Terminated)
Florida
Registered Investment Advisory firm - Florida (1/12/2022 Terminated)
Texas
Registered Investment Advisory firm - Texas (1/12/2022 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
IAR
Florida
(4/15/2025)
IAR
Texas
(2/28/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Nov 2019About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Jun 2019About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Apr 2019About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view Jared Ralph Vock's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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JV
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