Jared Ralph Vock
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
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jared Ralph Vock, Jared Vock
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Videos & Posts
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Contact Information
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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 registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
BLUEPRINT WEALTH MANAGEMENT | PARADY WEALTH MANAGEMENT | PARADY INVESTMENTS, LLC | BLUEPRINT WEALTH MANAGEMENT, LLC
Contact Information
Main Address
3602 Kiessel Road, The Villages, FL 32163-2910Phone Number
(352) 674-3911# of Employees
19SEC notice filing (20 States and Territories)
Registered to provide investment advisory services in 20 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,877AUM (Assets Under Management)
$145,725,885Similar Advisors
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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.
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Primary Firm SEC Registration
BLUEPRINT WEALTH MANAGEMENT | PARADY WEALTH MANAGEMENT | PARADY INVESTMENTS, LLC | BLUEPRINT WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(4/15/2025)
(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.
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CRS (Client Relationship Summary) - RIA
Click below to view Jared Ralph Vock's CRS (Customer Relationship Summary).
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