Jeremy Michael Bok

Current Employers

Employment History

• 08/2004 → 01/2018
  Lpl Financial Llc
  Brecksville, OH
• 10/2001 → 01/2018
  Planned Financial Services, Llc
  Cleveland, OH
• 01/2017 → 01/2018
  401(K) Prosperity
  Cleveland, OH
• 01/2017 → 01/2018
  401(K) Prosperity (Ria)
  Cleveland, OH
• 01/2018 → 07/2026
  Commonwealth Financial Network
  Waltham, MA
• 01/2018 → Present
  Saorsa Wealth Management, Llc
  Westlake, OH
• 02/2015 → Present
  Jbok Cpa, Llc
  Westlake, OH
• 04/2005 → Present
  Bok Property Management, Llc
  Avon Lake, OH
• 05/2013 → Present
  Jbri, Llc
  Avon Lake, OH
• 06/2021 → Present
  Parkob Innovations, Inc.
  Avon Lake, OH
• 07/2026 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 07/2026 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2018-01-26 → 2026-08-03
  Commonwealth Financial Network
  Westlake, OH
  Waltham, MA
  Avon Lake, OH
• 2005-07-01 → 2021-03-26
  Return On Life Wealth Partners
  Brecksvill, OH
  Brecksville, OH
  Cleveland, OH
• 2004-08-04 → 2018-02-02
  Lpl Financial Llc
  Cleveland, OH
  Brecksville, OH
  Beachwood, OH

Other Businesses

1. NAME OF OTHER BUSINESS: SAORSA WEALTH MANAGEMENT, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 01/2018 POSITION/TITLE/RELATIONSHIP: PRESIDENT - WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: OFFERING SECURITIES, ADVISORY, AND INSURANCE BUSINESS; 2. NAME OF OTHER BUSINESS: JBOK CPA, LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ACCOUNTING AND TAX SERVICES START DATE: 02/2015 POSITION/TITLE/RELATIONSHIP: MANAGING MEMBER APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: ACCOUNTING SERVICES, TAX PREPARATION, AND TAX CONSULTING; 3. NAME OF OTHER BUSINESS: BOK PROPERTY MANAGEMENT, LLC INVESTMENT RELATED: NO ADDRESS: AVON LAKE, OH 44012 NATURE OF BUSINESS: PROPERTY MANAGEMENT START DATE: 04/2005 POSITION/TITLE/RELATIONSHIP: MEMBER APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: RENTAL/PROPERTY MANAGEMENT AND FINANCES; 4. NAME OF OTHER BUSINESS: JBRI, LLC INVESTMENT RELATED: NO ADDRESS: AVON LAKE, OH 44012 NATURE OF BUSINESS: COMMERCIAL REAL ESTATE MANAGEMENT START DATE: 05/2013 POSITION/TITLE/RELATIONSHIP: OWNER-MEMBER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: OFFICE SPACE MANAGEMENT; 5. NAME OF OTHER BUSINESS: PARKOB INNOVATIONS, INC. INVESTMENT RELATED: YES ADDRESS: AVON LAKE, OH 44012 NATURE OF BUSINESS: LIFE, DISABILITY, LONG TERM CARE INSURANCE SERVICES START DATE: 06/2001 POSITION/TITLE/RELATIONSHIP: PRESIDENT APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: INSURANCE SERVICES; 6. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 01/2004 APX NUMBER OF HOURS PER WEEK: 3 APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 7. NAME OF OTHER BUSINESS: BAYSIDE SHORES CONDO ASSOCIATION INVESTMENT RELATED: NO ADDRESS: MARBLEHEAD, OH 43440 NATURE OF BUSINESS: BOARD OR COMMITTEE POSITIONS START DATE: 01/2021 POSITION/TITLE/RELATIONSHIP: PRESIDENT, SECRETARY APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: RUN BOARD MEETINGS, TAKE MINUTES, INTERPRET AND GOVERN BY-LAWS;

Exams

• S66 Uniform Combined State Law Examination
  2003-04-18

Designations

Other Names

• Jeremy Bok