Jay L. Marmer

GLOBAL TRUST

WEST PALM BEACH, FL

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CRD#: 1154531

Professional summary

Jay Lawrence Marmer, who also goes by Jay L Marmer, is a registered financial advisor currently at GLOBAL TRUST located in West Palm Beach, Florida.

Jay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Jay has worked at 14 firms and has passed the Series 63, Series 2 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jay L Marmer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jay Lawrence Marmer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 5, 2017 - Present

GLOBAL TRUST

RIA

CRD#: 143120

WEST PALM BEACH, FL

Past

March 21, 2001 - December 31, 2016

FINANCIAL SECURITY SERVICES, LLC

RIA

CRD#: 135122

WEST PALM BEACH, FL

Past

March 3, 2001 - December 31, 2002

PMG SECURITIES CORPORATION

CRD#: 27107

ELGIN, IL

Past

June 5, 1998 - August 8, 2000

AETNA FINANCIAL SERVICES, INC.

CRD#: 13255

HARTFORD, CT

Past

May 22, 1998 - August 8, 2000

VOYA FINANCIAL PARTNERS, LLC

CRD#: 34815

WINDSOR, CT

Past

December 17, 1997 - May 21, 1998

PLANMEMBER SECURITIES CORPORATION

CRD#: 11869

CARPINTERIA, CA

Past

October 30, 1995 - October 20, 1997

LEGEND EQUITIES CORPORATION

CRD#: 30999

PALM BEACH GARDENS, FL

Past

January 14, 1994 - July 5, 1995

KEYPORT FINANCIAL SERVICES CORP.

CRD#: 8127

WELLESLEY HILLS, MA

Past

August 29, 1991 - November 17, 1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

CRD#: 680

NEWARK, NJ

Past

August 29, 1991 - November 17, 1993

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Past

November 10, 1989 - February 4, 1991

AETNA LIFE INSURANCE AND ANNUITY COMPANY

CRD#: 13256

HARTFORD, CT

Past

August 14, 1987 - August 30, 1989

UR FINANCIAL, INC.

CRD#: 10509

Past

May 2, 1986 - December 24, 1986

AMERICAN EXPRESS FINANCIAL CORPORATION

CRD#: 6320

Past

May 2, 1986 - February 23, 1990

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

October 17, 1984 - June 14, 1986

AETNA FINANCIAL SERVICES, INC.

CRD#: 13255

Past

June 19, 1983 - July 21, 1986

AETNA LIFE INSURANCE AND ANNUITY COMPANY

CRD#: 13256

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GLOBAL TRUST

GLOBAL TRUST | GLOBAL TRUST ASSET MANAGEMENT, LLC

CRD#: 143120 / SEC#: 801-68778

RIA

Registered Investment Advisory firm - (2/1/2008 Approved)

Florida

Registered Investment Advisory firm - (2/29/2008 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(4/5/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 12/21/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 2

Date: 7/15/1971

Non-Member General Securities Examination

Principal/Supervisory Exam

Series 24

Date: 4/5/1989

General Securities Principal Examination

Current Firm

GLOBAL TRUST

GLOBAL TRUST | GLOBAL TRUST ASSET MANAGEMENT, LLC

CRD#: 143120 / SEC#: 801-68778

RIA

Registered Investment Advisory firm - (2/1/2008 Approved)

Florida

Registered Investment Advisory firm - (2/29/2008 Terminated)

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Contact information

Main Address

11300 U.s. Highway 1 Suite 600, Palm Beach Gardens, FL 33408

Mailing Address

Phone number

(561) 472-0191

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GLOBAL TRUST - PART 2A - FIRM BROCHURE 12/2024 (1/27/2025)

Regulatory assets under management

Total Number of Accounts	759
AUM (Assets Under Management)	$ 440,463,318

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
03/14/2025	Cover Page	Report
12/06/2023	Cover Page	Report
10/18/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jay L. Marmer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jay Lawrence Marmer's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINANCIAL SECURITY SERVICES, LLC

PMG SECURITIES CORPORATION

AETNA FINANCIAL SERVICES, INC.

VOYA FINANCIAL PARTNERS, LLC

PLANMEMBER SECURITIES CORPORATION

LEGEND EQUITIES CORPORATION

KEYPORT FINANCIAL SERVICES CORP.

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

PRUCO SECURITIES, LLC.

AETNA LIFE INSURANCE AND ANNUITY COMPANY

UR FINANCIAL, INC.

AMERICAN EXPRESS FINANCIAL CORPORATION

AMERIPRISE FINANCIAL SERVICES, LLC

AETNA FINANCIAL SERVICES, INC.

AETNA LIFE INSURANCE AND ANNUITY COMPANY

Primary Firm SEC Registration

GLOBAL TRUST

State Registrations and Notice Filings

Exams

Series 63

Date: 12/21/1984

Series 2

Date: 7/15/1971

Series 24

Date: 4/5/1989

Current Firm

GLOBAL TRUST

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

GLOBAL TRUST

TRUST BUT VERIFY

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