Jeremy Bok is a CFP, PFS-designated registered investment advisor, based in Avon Lake, OH, with 23 years of industry experience. Jeremy is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Avon Lake, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeremy sells fixed insurance, works for JBOK CPA LLC providing bookkeeping and tax preparation services, and co-owns Bok Property Management LLC with his spouse. He also owns Parkob Innovations, Inc., an entity established to facilitate insurance business, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
LPL Financial LLC
Planned Financial Services
LPL Financial LLC
LPL Financial LLCBroker
Ws Griffith Securities, INC.Broker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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