Jason May, financial advisor Weyers Cave VA

Jason May

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Jason E. May
Phone Number: 888-424-6158
Registered State(s):
  • MD
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    286
    MILLIONS
  • Total Number of Accounts
    1,477
    ACCOUNTS
  • Average Account Value
    $193,700
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AL, DC, FL, HI, KY, MD, NC, NJ, NY, OH, PA, SC, TX, VA, WV

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