Jay Middleton, financial advisor Lewes DE

Jay Middleton

CRD Number: 729104
Current Firm: Lokken Investment Group, LLC

Jay Middleton (CRD# 729104) is an Investment Advisor Representative working at Lokken Investment Group, LLC in Lewes, DE and has over 39 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Lokken Investment Group, LLC Lewes, DE Jul 2020 - Current 2
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
Contact Info for Jay C. Middleton
Phone Number: 302-645-6650
Registered State(s):
  • DE
  • MD
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States


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