Jack Malarik

Employer firm

Simplicity Wealth CRD 300572

$4.27B regulatory AUM 26 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2000 → Present
  Malarik Financial Services, Inc.
  Chardon, OH
• 12/2015 → 08/2023
  Summit Wealth Partners, Llc
  Chardon, OH
• 08/2023 → Present
  Simplicity Wealth
  Summit, NJ

Previous Registrations

• 2016-07-08 → 2023-08-23
  Summit Wealth Partners, Llc
  Chardon, OH
  Orlando, FL
• 2015-10-26 → 2016-08-19
  Summit Wealth Partners, Llc
  Chardon, OH
  Orlando, FL
• 2013-01-09 → 2016-03-26
  Smc Advisory Network, Llc
  Eastlake, OH
  Boardman, OH
• 2009-10-15 → 2013-01-09
  Cunningham Wealth Management
  Broadview Heights, OH
• 2003-09-04 → 2005-07-22
  Ssn Advisory, Inc.
  Willoughby, OH

Other Businesses

Jack Malarik; Investment related; 410 South St. Bldg. 1A, Chardon, OH 44024; Marketing firm offering financial planning services including investment and insurance; Owner/ President; 01/1988; Approximately 8hrs/month during securities trading hours. Rental property; Investment related; 9265 Lake Park Dr. 201, Ft Meyers, ,FL 33919; Single condo rented yearly as an investment; Owner; 01/2007; 0 trading hours Malarik Financial Services, Inc; Investment related; 410 South St. Bldg. 1A, Chardon, OH 44024; Marketing firm offering financial planning services including investment and insurance; Owner/ President; 01/1988; Approximately 8hrs/month during securities trading hours. Rental property; Investment related; 9265 Lake Park Dr. 201, Ft Meyers, ,FL 33919; Single condo rented yearly as an investment; Owner; 01/2007; 0 trading hours Jack Malarik is a real state owner, he owns a condo for rental in Ft Myers, FL.