Jay Lake, financial advisor Saint Petersburg FL

Jay Lake

CRD Number: 1602112
Current Firm: Amuni Financial, Inc.

Jay Lake (CRD# 1602112) is an Investment Advisor Representative working at Amuni Financial, Inc. in Saint Petersburg, FL and has over 36 years of experience in the finance industry.

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Company Name Location Dates Years
American Municipal Securities, Inc. Winter Park, FL Apr 1990 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1987
S65 NASAA Investment Advisors Law Examination Sep 1996
Contact Info for Jay W. Lake
Phone Number: 727-825-0522
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    131
    MILLIONS
  • Total Number of Accounts
    368
    ACCOUNTS
  • Average Account Value
    $355,736
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AR, AZ, FL, GA, LA, MD, MI, OH, PA, TX, VA, WA

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