Jordan Maly, CFP®

Mr. Maly joined Simon Quick in April 2020 and currently serves as an Associate on the Client Advisory Team. He is responsible for supporting Partners and Client Advisors in assisting with financial planning for clients, implementing investment plans, preparing investment performance reports, and coordinating client communications. He is based out of the firm’s Denver, CO office and is a member of the Hiring Committee.

Prior to joining Simon Quick, Jordan served as an Analyst for an independent financial advisor at Summit Financial, LLC. There, he learned about financial markets and the importance of a strong work ethic and attention to detail.

Mr. Maly earned his CERTIFIED FINANCIAL PLANNER® designation in April 2025 and graduated from Monmouth University in 2017 with a B.S. in Finance. At Simon Quick, Jordan is a member of the Client and Reporting Steering (CARS) Committee as well as the Client Advisory Training Committee. He also leads a bi-weekly call with all the Client Advisory Analysts to share best practices and offer advice. Jordan enjoys spending his free time exploring all that Colorado has to offer with his wife, Anna, and their pets.

Email: [email protected]