Jay Marmer has been an investment adviser representative at Global Trust Asset Management since April 2017, and is not listed among the firm’s executive officers or direct owners. Jay Marmer holds a Bachelor of Science in Mathematics from Queens College of the City University of NY and an MS Financial Services from American College Graduate School of Financial Sciences.
Global Trust Asset Management, LLC is a Palm Beach Gardens, FL firm with $450M under management, 276 clients and 7 advisers across 3 offices, as of its July 2026 filing.
Jay L. Marmer is Managing Director of Global Trust Asset Management, LLC. He is the former Managing Partner and CFO and co-founder of Financial Security Services LLC, which merged with Global Trust Asset Management LLC in 2016. His emphasis is on retirement strategies for small businesses, healthcare professionals, high net worth families, corporations, and government and non-profit organizations.
Jay Marmer’s longest registration was 15 years at Financial Security Services, LLC (2001–2016). Before joining Global Trust Asset Management in 2017, Jay Marmer was registered through Financial Security Services, LLC.
- Global TrustCurrent– present · 9 yearsWest Palm Beach, FL · Adviser representative · Firm CRD 143120
- Financial Security Services, LLC– · 15 yearsWest Palm Beach, FL · Adviser representative · Firm CRD 135122
Professional designations
Listed by Global Trust Asset Management
- Chartered Financial Consultant (ChFC)
- Chartered Life Underwriter (CLU)
Investment adviser representative registrations
Jay Marmer is registered as an investment adviser representative in Florida, since April 2017.
- FloridaSince 5 April 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 5 April 1989 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 December 1984 |
| Series 2 | Non-Member General Securities Examination | 15 July 1971 |
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Non-Member General Securities Examination
- Full name
- Jay Lawrence Marmer
- CRD
- 1154531
- Firm
- Global Trust Asset Management · CRD 143120
- Office
- West Palm Beach, FL
- Registration
- Investment adviser registration
- In the industry since
- June 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- gbltrust.com
Where does Jay Marmer work?
Jay Marmer is an investment adviser representative registered through Global Trust Asset Management, LLC since April 2017, and is not listed among the firm’s executive officers or direct owners.
Is Jay Marmer a financial advisor?
Yes. Jay Marmer has a current investment-adviser registration in Florida, through Global Trust Asset Management since April 2017.
How many years of experience does Jay Marmer have?
Jay Marmer has 25 years in the financial industry, since June 2001, across 2 adviser firms.
What exams has Jay Marmer passed?
Jay Marmer has passed 3 licensing exams: the Series 2, Series 63 and Series 24. The earliest, the Series 2, was passed in July 1971.
Where did Jay Marmer work before Global Trust Asset Management?
Before Global Trust Asset Management, Jay Marmer was registered through Financial Security Services, LLC, March 2001 to December 2016.
Where is Jay Marmer based?
Jay Marmer’s registered office is in West Palm Beach, FL.
Is Jay Marmer registered with FINRA?
No. Jay Marmer has no current broker registration.
How can I verify Jay Marmer’s record?
Search CRD 1154531 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jay Marmer’s full registration record.
