JM
CFP
JM
CFP

Jason May

16 Years of Experience
Minnetonka, MN
2 DisclosuresBrokerSells Insurance

Jason May is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Minnetonka, MN, with 16 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B
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Location

110 Cheshire Lane Suite 200, Minnetonka, MN, 55305

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History

Regulatory History (2)
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Judgment / Lien
July 2025
Criminal
June 2006
Final Disposition
Other Business ActivitiesSells Insurance

Jason operates under the DBA May Financial Planning, providing financial services and dedicating full-time hours to this securities business. He is also an insurance agent selling life, disability, annuities, and long-term care insurance, spending a few hours per week on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 4 mos
Cetera Wealth Services, LLCBroker
September 2010 - Present · 16 yrs 1 mo
Previous Registrations
Advisornet Wealth Partners
January 2014 - October 2023 · 9 yrs 9 mos
Cetera Advisor Networks LLC
January 2014 - June 2023 · 9 yrs 5 mos
State Registrations20 states
AZCACOCTFLIAILKYMDMIMNNDNENMOHPASDTXWIWY
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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