Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Alexander May is an Investment Advisor Representative registered with AWM Capital, LLC and holds the Series 65 license. Jacob has over 10 years of experience in the financial industry, with prior roles at BIP Wealth, LLC, United Midwest Savings Bank, Budros, Ruhlin, & Roe Inc., Live Oak Bank, and Chicago White Sox. Jacob is based out of Mt. Gilead, OH, and serves clients from all over the United States, including Ohio, Texas, Arizona, Georgia, North Carolina, and Illinois. Jacob offers financial planning, portfolio management for individuals and pooled investment vehicles, and has a specialization in retirement planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
OH
10/28/2024 - Present
AWM Capital, LLC (Mt. Gilead OH)
IA
Issued 04/20/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Jacob May is the right advisor for you? Invested Better is here to help.
