Justin May, financial advisor Chapel Hill NC

Justin May

CRD Number: 6675368
Current Firm: Old Peak Finance

Justin May (CRD# 6675368) is an Investment Advisor Representative working at Old Peak Finance in Chapel Hill, NC and has 1 year of experience in the finance industry. Justin May has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Old Peak Finance, LLC Chapel Hill, NC Aug 2023 - Current < 1
Triad Financial Advisors Greensboro, NC Jan 2020 - Aug 2023 3
Triad Financial Advisors Greensboro, NC May 2018 - Jan 2020 1
Zeutenhorst Financial Greensboro, NC Jan 2018 - May 2018 < 1
University Of California, Santa Barbara Santa Barbara, CA Oct 2014 - Dec 2017 3
Martin Wardin And Eissner Financial Group Pleasanton, CA Jun 2017 - Sep 2017 < 1
Mission Wealth Management Santa Barbara, CA Nov 2016 - Mar 2017 < 1
Martin Wardin And Eissner Financial Group Pleasanton, CA Jun 2016 - Sep 2016 < 1
Cencal Health Santa Barbara, CA Nov 2015 - Jun 2016 < 1
Jersey Mike's Subs Dublin, CA Jun 2015 - Sep 2015 < 1
Jersey Mike's Subs Dublin, CA Jul 2014 - Sep 2014 < 1
Foothill High School Pleasanton, CA Mar 2012 - Jun 2014 2

Justin May has no recent exams reported.
Contact Info for Justin J. May
Phone Number: 919 459 8181
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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