Investment adviser representative · Jaeger Wealth Advisors
Malik Samara
CRD 8162435 · Salt Lake City, UT
At a glance
Malik Samara is an investment adviser representative with Jaeger Wealth Advisors in Salt Lake City, UT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Malik’s SEC record dates to 2025, about 1 years ago.
Current advisory firm
- Jaeger Wealth AdvisorsSince July 2026Salt Lake City, UT · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Malik’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.