CFP

Jennifer May

25 Years of Experience

Grand Rapids, MI

Broker

Jennifer May is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Grand Rapids, MI, with 25 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Cetera Investment Advisers LLC

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

10345 advisors

IM Fee

Planning only

Assets Under Management

$163.8B

Location

4200 East Beltline, Grand Rapids, MI, 49525

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Cetera Investment Advisers LLC

January 2014 - Present · 12 yrs 4 mos

Cetera Investment Services LLC

June 2001 - Present · 24 yrs 11 mos

Cetera Investment Services LLCBroker

June 2001 - Present · 24 yrs 11 mos

Previous Registrations

Cetera Investment Services LLC

October 2010 - January 2014 · 3 yrs 3 mos

Nathan & Lewis Securities, INC.Broker

June 2000 - June 2001 · 1 yr

Bisys Brokerage Services, INC.Broker

March 2000 - June 2000 · 3 mos

State Registrations14 states

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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams

No exam information available for this advisor.

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