Malik Samara

Employer firm

Jaeger Wealth Advisors CRD 341243

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• 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

• 08/2014 → 07/2017
  Herriman High School
  Herriman, UT
• 08/2017 → 11/2017
  Albasha
  Covington, LA
• 01/2018 → 03/2018
  Ups
  Salt Lake City, UT
• 04/2018 → 06/2018
  Intermountain Plantings
  Bluffdale, UT
• 06/2018 → 09/2018
  Albasha
  Salt Lake City, UT
• 09/2018 → 04/2019
  Towne Park Valet
  Salt Lake City, UT
• 04/2019 → 03/2022
  U Of U Hospital
  Salt Lake City, UT
• 04/2022 → 07/2022
  The Pie
  South Jordan, UT
• 07/2022 → 03/2023
  Curtis Tool For Heroes
  Salt Lake City, UT
• 03/2023 → 09/2023
  Beehive Plumbing
  Murray, UT
• 09/2023 → 04/2025
  Busy Bee Windshields
  Sandy, UT
• 04/2025 → 02/2026
  Equitable Advisors, Llc.
  New York, NY
• 02/2026 → Present
  Jaeger Wealth Advisors Llc
  Salt Lake City, UT

Previous Registrations

• 2025-10-22 → 2026-02-05
  Equitable Advisors, Llc
  Salt Lake City, UT
  South Salt Lake City, UT
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2025-08-12