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Jared Hobert Brock

Brock Hill Wealth Management

Newton, MA

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Current Employers
Brock Hill Wealth Management

Newton, MA • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-08-28
  • MA RA
    APPROVED
    Since 2023-08-28

Branch Locations

Newton, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bearing Point Wealth Partners Hampton NH 07/2013 05/2017
Kaplan Financial Services Newton MA 05/2017 12/2017
Citizens Securities Inc Lexington MA 03/2018 01/2021
Citizens Investment Services Lexington MA 03/2018 01/2021
Equitable Advisors Llc New York NY 01/2021 Present
  • 07/2013 → 05/2017
    Bearing Point Wealth Partners
    Hampton, NH
  • 05/2017 → 12/2017
    Kaplan Financial Services
    Newton, MA
  • 03/2018 → 01/2021
    Citizens Securities Inc
    Lexington, MA
  • 03/2018 → 01/2021
    Citizens Investment Services
    Lexington, MA
  • 01/2021 → Present
    Equitable Advisors Llc
    New York, NY
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-04-26
S66 Uniform Combined State Law Examination 2008-01-12
  • S63 Uniform Securities Agent State Law Examination
    2018-04-26
  • S66 Uniform Combined State Law Examination
    2008-01-12
Designations
Other Names
  • Jared Brock
  • Jared Brock

View on SEC IAPD

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