Wealth Management
40yrs
Top advisor by experience in Norfolk
30yrs
Jay Malik
Financial advisor at Wealth Management
Jay Malik is a fiduciary financial advisor in Norfolk, Nebraska, with 30 years in the industry. Jay joined Wealth Management in 2011, a firm offering financial planning, investment management, and retirement plan consulting. Wealth Management reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 98 advisors with offices in Norfolk, and one of 84 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 4% by experience at Wealth Management
Office125 South 4th Street, Norfolk, NE 68701
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$363,832
Advisors at the firm45
States licensed ?1 state
Services through Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2011 – nowWealth ManagementCurrent firm
Contact Jay
(402) 371-1160Wealth Management main office 125 South 4th StreetNorfolk, NE 68701Office · Get directions
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Questions to ask Jay
Tailored to Jay’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jay
How do I contact Jay?
Call Wealth Management at (402) 371-1160 and ask for Jay Malik. Jay works from the Norfolk, NE office.
How long has Jay been a financial advisor?
Jay has been in the industry since 1996, about 30 years. Top 4% by experience at Wealth Management.
What licenses does Jay hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jay a fiduciary?
Jay is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jay paid?
Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jay for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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