JM
CFP
JM
CFP

John Dean May

13 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
6 advisors
Number of Clients
302 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$346.9M

Fee Structure

Minimum Investment:$100K
Minimum Annual Fee:$800
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Location

110 W Streetsboro St., Suite 1A, Hudson, OH, 44236

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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

John serves on the investment committee for Twins Days, Inc., monitoring investment performance and setting investment direction. He communicates with other board members a few times a year, spending minimal time on this activity.

Employment History
Current Registrations
Ruggaard & Associates
August 2018 - Present · 7 yrs 6 mos
Previous Registrations
James Reed Financial Services, INC.
June 2015 - January 2018 · 2 yrs 7 mos
Comprehensive Asset Management and Servicing, INC.Broker
April 2012 - January 2018 · 5 yrs 9 mos
State Registrations2 states
OHTX
Advisor
Exams
No exam information available for this advisor.