Jennifer May, financial advisor Spokane WA
93 score

Jennifer May

CRD Number: 4497930
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jennifer May (CRD# 4497930) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Spokane, WA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch Spokane, WA Jul 2010 - Current 6
Merrill Lynch,pierce,fenner&smith Inc,. Eugene, OR Dec 2000 - Current 16
Homemaker Coeur Dalene, ID May 2010 - Jul 2010 < 1
Bank Vi Salina, KS Aug 2009 - Apr 2010 < 1
Target Salina, KS Oct 2008 - Nov 2009 1
Homemaker Salina, KS Jul 2005 - Sep 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2010
Contact Info for Jennifer May
Phone Number: 800-637-7455
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, 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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