Jason MayCRD Number: 4582561
Current Firm: Mml Investors Services, LLC
Jason May (CRD# 4582561) is an Investment Advisor Representative working at Mml Investors Services, LLC in Charlottesville, VA and has over 13 years of experience in the finance industry.
Marotta Wealth Management, Inc.
Chase Investment Counsel Corporation
Cypress Financial Planning
|Mml Investors Services, LLC||Charlottesville, VA||May 2015 - Current||1|
|Massachusetts Mutual Life Insurance Co||Charlottesville, VA||Apr 2015 - Current||1|
|Virginia National Bank/lpl Financial||Charlottesville, VA||Aug 2012 - Apr 2015||2|
|Primevest Financial Services||St. Cloud, MN||Nov 2011 - Aug 2012||< 1|
|Stellarone Bank||Charlottesville, VA||Jan 2011 - Aug 2012||1|
|Uvest Financial Services Group||Charlotte, NC||Jan 2011 - Nov 2011||< 1|
|Suntrust||Charlottesville, VA||Sep 2008 - Jan 2011||2|
|United Brokerage Services, Inc.||Parkersburg, WV||Aug 2007 - Aug 2008||1|
|Wachovia||Harrisonburg, VA||Jun 2006 - Aug 2007||1|
|Uvest Financial Service Group||Charlotte, NC||Dec 2003 - Aug 2007||3|
|Rockingham Heritage Bank||Harrisonburg, VA||Nov 2003 - Aug 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2003|
Total Assets Under Management666MILLIONS
Total Number of Accounts3,874ACCOUNTS
Average Account Value$171,955
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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