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Linda Eiberger Lessey

JAY MIDDLETON, INC·DAGSBORO, Delaware
Series 65Clean record26 years registeredJAY 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 · 26 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: JAY MIDDLETON, INC
LOKKEN INVESTMENT GROUP, LLC
Jul 2020 – Feb 2023
LEWES, DE
OCEAN VIEW ADVISORY
Jan 2018 – Jul 2020
DAGSBORO, DE
1 NORTH WEALTH SERVICES, LLC
Aug 1999 – Feb 2018
ANNAPOLIS, MD
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · August 23, 1999
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
JAY MIDDLETON, INC
CRD 291479 · SEC 801-112266
AUM
$54M
Regulatory assets under management
Employees
2
104 client accounts
Services offered by JAY MIDDLETON, INC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at JAY MIDDLETON, INC →
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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.
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, last registered with JAY MIDDLETON, INC.
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
WILMINGTON (110)GREENVILLE (18)NEWARK (12)DOVER (10)REHOBOTH BEACH (8)LEWES (5)ROCKLAND (2)MONTCHANIN (2)HOCKESSIN (1)0000740272 (1)
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