Jason MayCRD Number: 4582561
Current Firm: United Brokerage Services Inc.
Jason May (CRD# 4582561) is an Investment Advisor Representative working at United Brokerage Services Inc. in Weyers Cave, VA and has over 19 years of experience in the finance industry.
State Farm Investment Management Corp.
Clio Asset Management LLC
|United Brokerage Services, Inc.||Parkersburg, WV||Jan 2017 - Current||5|
|Massachusetts Mutual Life Insurance Co||Charlottesville, VA||Apr 2015 - Current||7|
|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|
Total Assets Under Management286MILLIONS
Total Number of Accounts1,477ACCOUNTS
Average Account Value$193,700
- 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, DC, FL, HI, KY, MD, NC, NJ, NY, OH, PA, SC, TX, VA, WV
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