Jared Margolies is an investment adviser representative (IAR) with state registration records since 2007, appearing at 3 firms. Currently registered with SIMPLICITY WEALTH LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SIMPLICITY WEALTH LLC | 2024-04-04 | present | Yes |
| SIMPLICITY SOLUTIONS, LLC | 2022-12-20 | 2024-03-27 | — |
| SIMPLICITY WEALTH LLC | 2019-12-04 | 2022-12-05 | — |
| EQUITABLE ADVISORS, LLC | 2007-12-11 | 2019-05-16 | — |