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 14 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.