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professional profile

Jared L Margolies

AgentRRIAR Summit, NJ CRD 3201712 Last verified October 2026

Overview

Jared L Margolies is an insurance agent, a registered representative and an investment adviser representative based in Summit, NJ, with 27 years in the industry.

Years in the industry
27
States licensed
37
States registered
49
Carrier appointments
3

Contact

2 business emails and 4 phone numbers on file

Registrations and licenses

  • Licensed in 37 states
  • Registered in 49 states
  • Agent
  • Broker
  • Producer
  • Series 24
  • Series 4
  • Series 52TO
  • Series 53
  • Series 63
  • Series 65
  • Series 7
  • Series 99TO
  • SIE

3 lines of authority, with every state and its dates

Firms

Employment history since 1999

Carriers

3 active carrier appointments

Book and practice

Firm assets under management on file

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