Jeffrey May, financial advisor Amherst NY
93 score

Jeffrey May

CRD Number: 5465072
Current Firm: Charles Schwab & Company, Inc.

Jeffrey May (CRD# 5465072) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Amherst, NY and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Amherst, NY Apr 2013 - Current 3
Charles Schwab Bank Amhurst, NY Apr 2013 - Current 3
Hsbc Securities (usa) Inc. Buffalo, NY Jan 2009 - Apr 2013 4
Great American Advisors, Inc. Gulfport, FL Dec 2007 - Dec 2008 1
Rainey & Randall Gulfport, FL Nov 2007 - Dec 2008 1
Ryan's Greyside Grille West Seneca, NY Oct 2006 - Aug 2007 < 1
University Of Buffalo Amherst, NY Aug 2005 - May 2007 1
University Of Buffalo Amherst, NY Aug 2002 - Mar 2007 4
Unemployed New York, NY Sep 2006 - Oct 2006 < 1
Westmore Club Nantucket, MA May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2007
S65 NASAA Investment Advisors Law Examination May 2008
Contact Info for Jeffrey M. May
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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