Jared Margolies
Investment adviser representative at Simplicity Wealth
22 yearsExperience
1 stateRegistered in
$4.3BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
22 years in the industry.
- Retireone Investment Services, LLCMar 2026 to now
- The Leaders Group IncSep 2023 to now
- Simplicity WealthNov 2019 to now
- Simplicity Group HoldingsAug 2019 to now
- Simplicity Solutions, LLCNov 2022 to Mar 2024
- Simplicity Financial Investment Services, Inc.Aug 2019 to Dec 2023
- AXA Advisors, LLCSep 2004 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Simplicity Wealth
Legal name: Simplicity Wealth LLC
$4.3BAssets managed
8,494Clients
251Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3201712
- Firm CRD
- 300572