May Jin, financial advisor San Juan Capistrano CA
93 score

May Jin

CRD Number: 1965523
Current Firm: Stifel, Nicolaus & Company, Incorporated

May Jin (CRD# 1965523) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in San Juan Capistrano, CA and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Stifel Nicolaus & Co Inc. San Jan Capistrano, CA Dec 2008 - Current 8
Wachovia Securities, LLC San Juan Capistrano, CA Jan 2008 - Dec 2008 < 1
Wachovia Securities, LLC San Juan Capistrano, CA Jan 2008 - Dec 2008 < 1
A. G. Edwards & Sons, Inc. St. Louis, MO Mar 2005 - Dec 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1990
S65 NASAA Investment Advisors Law Examination Oct 1995
Contact Info for May Y. Jin
Phone Number: 314-342-2000
Firm Website: http://www.stifel.com
Registered State(s):
  • CA
  • WA
By the Numbers
  • Total Assets Under Management
    38,401
    MILLIONS
  • Total Number of Accounts
    115,441
    ACCOUNTS
  • Average Account Value
    $332,650
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, 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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