JM
JM

Jason Edward May

21 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
48 advisors
Number of Clients
1,904 clients
Average Client Portfolio
$204K average
Assets Under Management
$389.1M

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$1,000
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Location

54 Franklin Street, Weyers Cave, VA, 24486

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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.

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Other Business Activities

Jason is the Deputy Town Manager for the Town of Mt. Crawford, dedicating a few hours per week to utility billing, mail, and tax billing. He is also a member of the Planning Commission Town Council, meeting once every three years.

Employment History
Current Registrations
United Brokerage Services INC
January 2017 - Present · 9 yrs 1 mo
United Brokerage Services, INCBroker
January 2017 - Present · 9 yrs 1 mo
Previous Registrations
MML Investors Services, LLC
July 2015 - January 2017 · 1 yr 6 mos
MML Investors Services, LLCBroker
May 2015 - January 2017 · 1 yr 8 mos
LPL Financial LLC
August 2012 - May 2015 · 2 yrs 9 mos
LPL Financial LLCBroker
August 2012 - May 2015 · 2 yrs 9 mos
Primevest Financial Services, INC.Broker
November 2011 - August 2012 · 9 mos
Primevest Financial Services, INC.
November 2011 - August 2012 · 9 mos
Uvest Financial Services Group, INC.Broker
January 2011 - November 2011 · 10 mos
Uvest Financial Services Group, INC.
January 2011 - November 2011 · 10 mos
Suntrust Investment Services, INC.
September 2008 - January 2011 · 2 yrs 4 mos
Suntrust Investment Services, INC.Broker
September 2008 - January 2011 · 2 yrs 4 mos
United Brokerage Services, INCBroker
August 2007 - August 2008 · 1 yr
United Brokerage Services INC
August 2007 - August 2008 · 1 yr
Uvest Financial Services Group, INC.
January 2004 - June 2006 · 2 yrs 5 mos
Uvest Financial Services Group, INC.Broker
December 2003 - June 2006 · 2 yrs 6 mos
MML Investors Services, INC.Broker
July 2003 - December 2003 · 5 mos
Uvest Financial Services And/or Compass Capital
January 2003 - October 2003 · 9 mos
Uvest Financial Services Group, INC.Broker
October 2002 - October 2003 · 1 yr
State Registrations9 states
ALAZGAMDMEMONCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.