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Jay William Lake

Amuni Financial, Inc.

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About Jay William Lake

Jay William Lake is a financial advisor with over 30 years of experience in the securities industry. Jay is currently registered with Amuni Financial, Inc. and has been with the firm since 2025. Prior to that, Jay was employed by Amerifidelity Securities Corporation, Dominick & Dominick, Incorporated, Swink & Company, Inc., and American Municipal Securities, Inc.. Jay provides portfolio management for businesses and individuals and offers financial planning services.

Firm Information

Jay Lake is currently registered with Amuni Financial, Inc.. Amuni Financial, Inc., a corporation approved in 1980, provides financial planning services and portfolio management for individuals, businesses, and high-net-worth clients. The firm offers educational seminars and helps clients select other advisors. They are registered with the SEC and in 48 states.
Amuni Financial, Inc.

720 SECOND AVE S

ST PETERSBURG, FL 33701

$130.91M

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

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.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial planning services available through clearing agent agreement

Financial planning services available through clearing agent agreement

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jay Lake’s Registration & Firm History

FL

01/01/2025 - Present

Amuni Financial, Inc. (ST. PETERSBURG FL)

VA

03/07/1990 - 05/02/1990

AMERIFIDELITY SECURITIES CORPORATION (OAKTON VA)

CT

08/04/1989 - 03/22/1990

DOMINICK & DOMINICK, INCORPORATED (OLD GREENWICH CT)

NA

12/01/1987 - 11/15/1988

SWINK & COMPANY, INC.

NA

02/26/1987 - 12/02/1987

AMERICAN MUNICIPAL SECURITIES, INC.

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Licenses & Designations

IA

Issued 09/27/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/10/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/20/1996

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/21/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jay William Lake.
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