Jay L. Marmer

Managing Director

Jay L. Marmer has dedicated his life to helping people and businesses accumulate and preserve assets for their families and employees.  As the former Managing Partner and CFO and co-founder of Financial Security Services LLC, which merged with Global Trust Asset Management LLC in 2016, he continues to help clients pursue financial security, always putting the interests of his clients first.

As a dedicated financial professional he believes no client is “too small” and believes that more than ever today there is a unique opportunity to help individuals plan and understand how to better manage their retirement savings and financial life.

Jay’s greatest satisfaction comes from helping clients prepare for and enjoy a comfortable retirement without the stress or worry of running out of money. His energy is focused on personal and business financial services with an emphasis on retirement strategies uniquely positioned to help:

  • Small businesses

  • Healthcare Professionals

  • High Net Worth Families

  • Corporations

  • Government and Non-profit organizations

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Office Phone: 561-472-0191

Mobile Phone: 561-352-8840

Email: jay.marmer@gbltrust.com


Areas of Expertise

  • Retirement Planning

  • Qualified / Non-Qualified

  • Retirement Plans

  • Financial Planning

  • Estate Planning

  • Investment Management

  • Alternative Investments

Education

  • Queens College of the City University of NY –
    Bachelor of Science – Mathematics

  • American College Graduate School of Financial Sciences –
    MS Financial Services

  • ChFC - Chartered Financial Consultant

  • CLU - Chartered Life Underwriter

  • Series 65 Securities License, Registered Investment Adviser Representative