Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Gerald Demeter is a financial advisor with over 40 years of experience in the industry. Jay is currently registered with Davenport & Co. LLC and is located in Virginia Beach, Virginia. Jay has a broad range of experience with previous roles at firms such as Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, Scott & Stringfellow, Inc., Lehman Brothers Inc. and Dean Witter Reynolds Inc. Jay has an impressive range of qualifications including passing the Uniform Securities Agent State Law Examination and the Uniform Investment Adviser Law Examination. Jay is also a Certified Financial Planner. Jay is a multi-faceted professional offering financial planning, portfolio management, and pension consulting services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
12b-1 fees and/or shareholder servicing fees
1
2
VA
02/11/2009 - Present
Davenport & Co. LLC (VIRGINIA BEACH VA)
VA
02/21/2006 - 03/05/2009
CITIGROUP GLOBAL MARKETS INC. (VIRGINIA BEACH VA)
MD
09/29/1998 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
VA
10/01/1990 - 09/23/1998
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
NY
05/06/1988 - 10/17/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
09/21/1983 - 05/23/1988
TRAVELERS EQUITIES SALES, INC.
NA
02/27/1984 - 05/19/1988
DEAN WITTER REYNOLDS INC.
IA
Issued 11/25/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/29/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
BC
Issued 09/20/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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