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Jay Colin Middleton

JAY MIDDLETON, INC·DAGSBORO, Delaware
Clean recordJAY MIDDLETON, INC
35227 SEAGRASS PLANTATION LANE, DAGSBORO, DE 19939CRD# 729104Firm CRD# 291479

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jay Colin Middleton · DAGSBORO, DE
Registration
CRD #729104 · JAY MIDDLETON, INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jay Colin Middleton is a registered financial advisor based in DAGSBORO, Delaware, affiliated with JAY MIDDLETON, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
JAY MIDDLETON, INC
OCEAN VIEW ADVISORY
AUM
$54M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at JAY MIDDLETON, INC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 729104
Firm CRD# 291479
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jay Colin Middleton offer?
Jay Colin Middleton specializes in Investment Management, Fee-Only Advisory. Contact their office in DAGSBORO, Delaware for a consultation.
What are Jay Colin Middleton's credentials?
Jay Colin Middleton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jay Colin Middleton located?
Jay Colin Middleton is based in DAGSBORO, Delaware, working with JAY MIDDLETON, INC. Their office serves clients in the DAGSBORO metropolitan area and surrounding communities.
How does Jay Colin Middleton charge for services?
Jay Colin Middleton's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JAY MIDDLETON, INC?
JAY MIDDLETON, INC has approximately 2 employees and manages $54M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at JAY MIDDLETON, INC

Linda Eiberger Lessey
DAGSBORO, DE

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Delaware
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