Jared Vock
Jared Vock is a registered investment advisor at Parady Wealth Management, based in The Villages, FL, with 5 years of industry experience. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 938 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.65% |
Includes both Parady Wealth Management's 0.50% fee and CreativeOne's 0.15% platform fee.
Fee Estimator
Location
3602 Kiessel Road, The Villages, FL, 32163-2910
Get directionsHistory
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
Jared is a licensed insurance agent at Parady Financial Group, Inc. since May 2024. This takes about a quarter of his time.
Employment History
Current Registrations
Parady Wealth Management
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Morgan Stanley
Morgan StanleyBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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.