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JAY MIDDLETON, INC
JAY MIDDLETON, INC
OCEAN VIEW ADVISORY
2 registered advisors
·
CRD# 291479
SEC# 801-112266
0
443-306-7461
01
Firm Overview
AUM
$54M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at JAY MIDDLETON, INC
2 registered advisors
Jay Colin Middleton
DAGSBORO, Delaware
CRD# 729104
Linda Eiberger Lessey
DAGSBORO, Delaware
CRD# 4566021
05
Office Locations
DAGSBORO, Delaware
2 advisors
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Data sourced from SEC Form ADV filings. JAY MIDDLETON, INC (CRD# 291479) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.