DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

J•••• M••••••••

S••••••••• W•••••mixed wealthSummit, Njdual registrantIAPD 3201712

Feed of 09/14/2026

Also filed as Jared L Margolies

At current firm

2 y

since Apr 4, 2024

In the industry

27 y

since Sep 1, 1999 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

S••••••••• W••••• mixed wealth current
since Apr 4, 2024 · Summit, Nj
S••••••••• S••••••••• L•• former
Dec 20, 2022 to Mar 27, 2024 · Summit, Nj
S••••••••• W••••• mixed wealth
Dec 4, 2019 to Dec 5, 2022 · Summit, Nj
E•••••••• A•••••••• L•• national BD
Dec 11, 2007 to May 16, 2019 · New York, Ny

Moves

a registration end followed by a registration begin elsewhere

S••••••••• S••••••••• L•• to S••••••••• W•••••
left Mar 27, 2024, registered Apr 4, 2024 (8 days) · Other · moved with a team
S••••••••• W••••• to S••••••••• S••••••••• L••
left Dec 5, 2022, registered Dec 20, 2022 (15 days) · Other
E•••••••• A•••••••• L•• to S••••••••• W•••••
left May 16, 2019, registered Dec 4, 2019 (202 days) · Affiliated broker-dealer or bank to a newly registered adviser

Signals

J•••• M•••••••• left S••••••••• S••••••••• L•• for S••••••••• W••••• (registered 2024-04-04)
Mar 27, 2024 · Advisor changed firm · fact
J•••• M•••••••• left S••••••••• W••••• for S••••••••• S••••••••• L•• (registered 2022-12-20)
Dec 5, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Wealth manager with institutional or fund businessderived
Years in industry: 27derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address