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Linda Eiberger Lessey

JAY MIDDLETON, INC·DAGSBORO, Delaware
Clean recordJAY MIDDLETON, INC
35227 SEAGRASS PLANTATION LANE, DAGSBORO, DE 19939CRD# 4566021Firm CRD# 291479

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Linda Eiberger Lessey · DAGSBORO, DE
Registration
CRD #4566021 · JAY MIDDLETON, INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Linda Eiberger Lessey 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# 4566021
Firm CRD# 291479
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Linda Eiberger Lessey offer?
Linda Eiberger Lessey specializes in Investment Management, Fee-Only Advisory. Contact their office in DAGSBORO, Delaware for a consultation.
What are Linda Eiberger Lessey's credentials?
Linda Eiberger Lessey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Linda Eiberger Lessey located?
Linda Eiberger Lessey is based in DAGSBORO, Delaware, working with JAY MIDDLETON, INC. Their office serves clients in the DAGSBORO metropolitan area and surrounding communities.
How does Linda Eiberger Lessey charge for services?
Linda Eiberger Lessey'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

Jay Colin Middleton
DAGSBORO, DE

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Delaware
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Research
Advisor Fees in DelawareNational Fee Analysis
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