Jason May (CRD# 4582561) is an Investment Advisor Representative working at United Brokerage Services Inc. in Weyers Cave, VA and has over 21 years of experience in the finance industry.
CRD# 3167598
Edward Jones
CRD# 4687224
State Farm Investment Management Corp.
CRD# 6986573
Clio Asset Management LLC
Company Name | Location | Dates | Years |
---|---|---|---|
United Brokerage Services, Inc. | Parkersburg, WV | Jan 2017 - Current | 7 |
Massachusetts Mutual Life Insurance Co | Charlottesville, VA | Apr 2015 - Current | 8 |
Mml Investors Services, LLC | Charlottesville, VA | May 2015 - Dec 2016 | 1 |
Virginia National Bank/lpl Financial | Charlottesville, VA | Aug 2012 - Apr 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2003 |
- TX
- VA
-
Total Assets Under Management229MILLIONS
-
Total Number of Accounts953ACCOUNTS
-
Average Account Value$240,765
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, CA, DC, FL, HI, KY, MD, NC, NJ, NY, OH, PA, SC, TX, VA, WV
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