Jesse Malik | Wealth Management Financial Advisor Lake Success NY Close Menu - + Search Play Video Play Video Facebook Instagram LinkedIn Twitter Vimeo Clock
Jesse Malik, CFP®, CRPC®

Jesse Malik, CFP®, CRPC®

Financial Advisor,
Relationship Manager

  • Fair Lawn, NJ
  • How to Win Friends and Influence People by Dale Carnegie
  • Abraham Lincoln and my family
  • Happiness is a function of something to do, someone to love, and something to hope for.
  • Integrity, humility, and authenticity

Financial Advisors

Jesse Malik is a wealth management financial specialist and relationship manager based in Lake Success, NY.

Jesse joined CAPTRUST in 2022 and serves as a financial advisor and relationship manager. He has over a decade of experience at UBS in New York City and holds the designations of Chartered Retirement Planning Counselor℠ (CRPC®) and CERTIFIED FINANCIAL PLANNER™ (CFP®). Jesse supports clients by creating financial plans, relationship management, investment management, and conducting portfolio reviews. He holds a Bachelor of Arts degree in economics from Rutgers University. Outside of work, Jesse enjoys hiking, cheering for the New York Knicks, and spending time with family and friends.


  • Bachelor of Arts degree in economics from Rutgers University

Industry Designations

  • Chartered Retirement Planning Counselor℠ (CRPC®)
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