Jared Margolies is a registered investment advisor, based in Summit, NJ, with 25 years of industry experience.
Location
475 Springfield Ave., Suite #1, Summit, NJ, 07901
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Regulatory History
Clean regulatory record
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.
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Jared is involved with Simplicity Group Holdings as a CCO, handling compliance and investor relations. This requires about half of his time, including time during trading hours.
Employment History
Current Registrations
Retireone Investment Services, LLC
March 2026 - Present · 4 mos
Retireone Investment Services, LLCBroker
March 2026 - Present · 4 mos
Simplicity Wealth
April 2024 - Present · 2 yrs 3 mos
The Leaders Group, INC.Broker
September 2023 - Present · 2 yrs 10 mos
Previous Registrations
Simplicity Solutions, LLC
December 2022 - March 2024 · 1 yr 3 mos
Simplicity Wealth
December 2019 - December 2022 · 3 yrs
Simplicity Financial Investment Services, INC.Broker
August 2019 - December 2023 · 4 yrs 4 mos
AXA Advisors, LLC
December 2007 - May 2019 · 11 yrs 5 mos
AXA Advisors, LLCBroker
October 2004 - May 2019 · 14 yrs 7 mos
Park Avenue Securities LLCBroker
May 2004 - September 2004 · 4 mos
Nia Securities, L.L.C.Broker
June 2001 - April 2004 · 2 yrs 10 mos
Iclearing LLCBroker
August 2000 - May 2001 · 9 mos
Datek Online Brokerage Services LLCBroker
March 2000 - August 2000 · 5 mos
Datek Online Brokerage Services LLCBroker
July 1999 - November 1999 · 4 mos
State Registrations49 states
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Exams
No exam information available for this advisor.