Unclaimed Profile

Jared Margolies

SIMPLICITY WEALTH LLC·SUMMIT, New Jersey

SIE, Series 4, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 65, Series 99TOClean record18 years registeredSIMPLICITY WEALTH LLC

86 SUMMIT AVE, SUMMIT, NJ 07901CRD# 3201712Firm CRD# 300572

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jared Margolies · SUMMIT, NJ

Registration

CRD #3201712 · SIMPLICITY WEALTH LLC · 18 years registered

Brand Profile

Not yet started

Career History

RETIREONE INVESTMENT SERVICES, LLC

Mar 2026 – present

SIMPLICITY WEALTH

Apr 2024 – present

SIMPLICITY SOLUTIONS, LLC

Dec 2022 – Mar 2024

Summit, NJ

SIMPLICITY WEALTH

Dec 2019 – Dec 2022

Summit, NJ

AXA ADVISORS, LLC

Dec 2007 – May 2019

MORRIS PLAIN, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 65

Series 99TO

Registration record

First registered · December 11, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SIMPLICITY WEALTH LLC

CRD 300572 · SEC 801-114798

AUM

$3.2B

Regulatory assets under management

Employees

159

6,188 client accounts

Services offered by SIMPLICITY WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SIMPLICITY WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does Jared Margolies offer?

Jared Margolies specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SUMMIT, New Jersey for a consultation.

What are Jared Margolies's credentials?

Jared Margolies is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jared Margolies located?

Jared Margolies is based in SUMMIT, New Jersey, working with SIMPLICITY WEALTH LLC. Their office serves clients in the SUMMIT metropolitan area and surrounding communities.

How does Jared Margolies charge for services?

Jared Margolies's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SIMPLICITY WEALTH LLC?

SIMPLICITY WEALTH LLC has approximately 159 employees and manages $3.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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