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Jordan Maly

Simon Quick Advisors, LLC

Denver, CO

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Current Employers
Simon Quick Advisors, Llc

360 Mt. Kemble Ave, Morristown, NJ 07960 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-09-17
  • CO RA
    APPROVED
    Since 2025-09-17

Branch Locations

1801 Wewatta St. Ste 930, Denver, CO 80202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Monmouth University West Long Branch NJ 09/2013 06/2017
Summit Equities, Inc. Parsippany NJ 08/2016 09/2018
Summit Risk Management, Inc. Parsippany NJ 08/2016 04/2020
Purshe Kaplan Sterling Investments Albany NY 09/2018 04/2020
Simon Quick Advisors, Llc Denver CO 04/2020 Present
  • 09/2013 → 06/2017
    Monmouth University
    West Long Branch, NJ
  • 08/2016 → 09/2018
    Summit Equities, Inc.
    Parsippany, NJ
  • 08/2016 → 04/2020
    Summit Risk Management, Inc.
    Parsippany, NJ
  • 09/2018 → 04/2020
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 04/2020 → Present
    Simon Quick Advisors, Llc
    Denver, CO
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-01-11
  • S63 Uniform Securities Agent State Law Examination
    2019-01-11
Designations

View on SEC IAPD

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