Jared Margolies of Minneapolis, MN appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Jared Margolies appears on 2 filing roles across Form ADV (1), Form 13F (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-01-24 | Form ADV | SIMPLICITY WEALTH LLC | CHIEF COMPLIANCE OFFICER | SUMMIT, NJ |
| 2024-01-25 | Form 13F | Simplicity Solutions, LLC | Director of Compliance | MINNEAPOLIS, MN |