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RIA / WealthAdvisorCertified Financial Planner18 years in industry

JARED HOBERT BROCK

Advisor at BROCK HILL PRIVATE ADVISORS

NEWTON, MA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 1
On other graphs: 0
Observed: Feb 1, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BROCK HILL PRIVATE ADVISORS
Current firm class: former SEC adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 12, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 11
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Jan 12, 2008
First registration: Feb 1, 2008
Dual registered: no
Other names: JARED BROCK|JARED BROCK
IAPD individual key: 5452396

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BROCK HILL PRIVATE ADVISORS	Former SEC adviser	Aug 28, 2023	n/a	yes	NEWTON, MA	Current employment
EQUITABLE ADVISORS, LLC	National bd RIA	Jan 26, 2021	Sep 19, 2023	no	WELLESLEY, MA	Previous registration
CITIZENS SECURITIES, INC.	Bd affiliated wealth	Mar 22, 2018	Jan 26, 2021	no	LEXINGTON, MA\|LEXINGTON, MA\|BURLINGTON, MA\|Woburn, MA	Previous registration
THREE BEARINGS FIDUCIARY ADVISORS, INC.	Independent wealth	Aug 23, 2016	May 24, 2017	no	HAMPTON, NH	Previous registration
MACKENSEN & COMPANY, INC.	Former SEC adviser	Jul 9, 2013	Oct 27, 2016	no	HAMPTON, NH	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Dec 7, 2012	Jul 31, 2013	no	SEAL BEACH, CA	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Nov 17, 2011	Jan 18, 2012	no	LA JOLLA, CA	Previous registration
E*TRADE CAPITAL MANAGEMENT, LLC	Former SEC adviser	Jun 8, 2011	Jun 20, 2011	no	ARLINGTON, VA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Feb 14, 2011	Apr 27, 2011	no	LOS ANGELES, CA\|LOS ANGELES, CA\|LOS ANGELES, CA\|LOS ANGELES, CA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Apr 22, 2010	Jun 29, 2010	no	SAN DIEGO, CA	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Jul 21, 2008	Mar 18, 2009	no	WALTHAM, MA	Previous registration
CETERA ADVISOR NETWORKS LLC	Former SEC adviser	Feb 1, 2008	Jun 17, 2008	no	MARLBOROUGH, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EQUITABLE ADVISORS, LLC	BROCK HILL PRIVATE ADVISORS	Sep 19, 2023	Aug 28, 2023	-22	Firm change	Ibd to new firm
CITIZENS SECURITIES, INC.	EQUITABLE ADVISORS, LLC	Jan 26, 2021	Jan 26, 2021	0	Firm change	Ibd to ibd
THREE BEARINGS FIDUCIARY ADVISORS, INC.	CITIZENS SECURITIES, INC.	May 24, 2017	Mar 22, 2018	302	Firm change	Other
MACKENSEN & COMPANY, INC.	THREE BEARINGS FIDUCIARY ADVISORS, INC.	Oct 27, 2016	Aug 23, 2016	-65	Firm change after gap	Other
STRATEGIC ADVISERS LLC	MACKENSEN & COMPANY, INC.	Jul 31, 2013	Jul 9, 2013	-22	Firm change	Other
CHASE INVESTMENT SERVICES CORP.	STRATEGIC ADVISERS LLC	Jan 18, 2012	Dec 7, 2012	324	Firm change	Other
E*TRADE CAPITAL MANAGEMENT, LLC	CHASE INVESTMENT SERVICES CORP.	Jun 20, 2011	Nov 17, 2011	150	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	E*TRADE CAPITAL MANAGEMENT, LLC	Apr 27, 2011	Jun 8, 2011	42	Firm change	Other
LPL FINANCIAL LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jun 29, 2010	Feb 14, 2011	230	Firm change	Other
BANC OF AMERICA INVESTMENT SERVICES, INC.	LPL FINANCIAL LLC	Mar 18, 2009	Apr 22, 2010	400	Firm change	Other
CETERA ADVISOR NETWORKS LLC	BANC OF AMERICA INVESTMENT SERVICES, INC.	Jun 17, 2008	Jul 21, 2008	34	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
6627:324946:MA:2023-09-15	Sep 19, 2023	Aug 28, 2023	WELLESLEY, MA	Firm change
39550:6627:MA:2021-01-26	Jan 26, 2021	Jan 26, 2021	WOBURN, MA	Firm change
107937:283926:NH:2016-10-27	Oct 27, 2016	Aug 23, 2016	HAMPTON, NH	Firm change after gap

Relationships

Registered with (12)

→ BROCK HILL PRIVATE ADVISORSRegistered adviserregistration: current employment
Aug 28, 2023 to presentfactForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 26, 2021 to Sep 19, 2023factForm ADV
→ CITIZENS SECURITIES, INC.Registered adviserregistration: previous registration
Mar 22, 2018 to Jan 26, 2021factForm ADV
→ THREE BEARINGS FIDUCIARY ADVISORS, INC.Registered adviserregistration: previous registration
Aug 23, 2016 to May 24, 2017factForm ADV
→ MACKENSEN & COMPANY, INC.Registered adviserregistration: previous registration
Jul 9, 2013 to Oct 27, 2016factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Dec 7, 2012 to Jul 31, 2013factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Nov 17, 2011 to Jan 18, 2012factForm ADV
→ E*TRADE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 8, 2011 to Jun 20, 2011factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Feb 14, 2011 to Apr 27, 2011factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Apr 22, 2010 to Jun 29, 2010factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Jul 21, 2008 to Mar 18, 2009factForm ADV
→ CETERA ADVISOR NETWORKS LLCRegistered adviserregistration: previous registration
Feb 1, 2008 to Jun 17, 2008factForm ADV

Dated events

Occurred
Sep 19, 2023
Advisor changed firm
Jared Hobert Brock left Equitable Advisors, Llc for Brock Hill Private Advisors (registered 2023-08-28)
Form ADVobserved 6 days ago