Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Margolies is a financial advisor with over 20 years of experience in the financial services industry. He is a Registered Representative and Investment Advisor Representative who is licensed to provide investment advice and sell securities in all 50 states. Jared is currently associated with Simplicity Wealth, a firm that specializes in providing financial planning, portfolio management, and educational seminars to individual investors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NJ
04/04/2024 - Present
Simplicity Wealth (SUMMIT NJ)
NJ
08/21/2019 - 12/19/2023
SIMPLICITY FINANCIAL INVESTMENT SERVICES, INC. (SUMMIT NJ)
NJ
10/08/2004 - 05/16/2019
AXA ADVISORS, LLC (JERSEY CITY NJ)
NY
05/14/2004 - 09/28/2004
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
06/18/2001 - 04/23/2004
NIA SECURITIES, L.L.C. (NEW YORK NY)
NE
08/08/2000 - 05/07/2001
ICLEARING LLC (OMAHA NE)
NE
03/13/2000 - 08/08/2000
DATEK ONLINE BROKERAGE SERVICES LLC (OMAHA NE)
NE
07/20/1999 - 11/23/1999
DATEK ONLINE BROKERAGE SERVICES LLC (OMAHA NE)
IA
Issued 12/06/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/18/2000
Series 4 - Registered Options Principal Examination
BC
Issued 08/11/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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