Jay Middleton (CRD# 729104) is an Investment Advisor Representative working at Lokken Investment Group, LLC in Lewes, DE and has over 40 years of experience in the finance industry.
CRD# 5306985
Lpl Financial LLC
CRD# 5739173
Ballast Financial Advisors, LLC
CRD# 6454257
Arkadios Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Lokken Investment Group, LLC | Lewes, DE | Jul 2020 - Current | 3 |
Ocean View Advisory | Dagsboro, DE | Jan 2018 - Jun 2020 | 2 |
1 North Wealth Services, LLC | Annapolis, MD | Jul 2003 - Dec 2017 | 14 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 1983 |
S65 | NASAA Investment Advisors Law Examination | Oct 1996 |
- DE
-
Total Assets Under Management302MILLIONS
-
Total Number of Accounts1,231ACCOUNTS
-
Average Account Value$245,230
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Educational seminars/workshops
DE, FL, LA, MA, MD, NC, NJ, NY, PA, TX, VA
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