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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Edward May is an investment advisor representative registered with United Brokerage Services, Inc. Jason is currently licensed to provide investment advice in Alabama, Arizona, Georgia, Maine, Maryland, Missouri, North Carolina, Texas, and Virginia. Jason May has over 18 years of experience in the financial services industry. Jason is an active advisor with a focus on serving high-net-worth individuals. Jason Edward May also helps clients with business development, individual portfolio management, and the selection of other advisors. Previously Jason May worked at MML Investors Services, LLC, LPL Financial LLC, PRIMEVEST FINANCIAL SERVICES, INC., UVEST FINANCIAL SERVICES GROUP, INC., SUNTRUST INVESTMENT SERVICES, INC., and United Brokerage Services, INC. Jason May has held licenses with FINRA as well as a license with the Investment Adviser Association.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
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VA
01/10/2017 - Present
United Brokerage Services, Inc. (Weyers Cave VA)
VA
05/01/2015 - 01/10/2017
MML INVESTORS SERVICES, LLC (CHARLOTTESVILLE VA)
VA
08/15/2012 - 05/08/2015
LPL FINANCIAL LLC (CHARLOTTESVILLE VA)
VA
11/07/2011 - 08/10/2012
PRIMEVEST FINANCIAL SERVICES, INC. (CHARLOTTESVILLE VA)
VA
01/19/2011 - 11/16/2011
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTESVILLE VA)
VA
09/02/2008 - 01/13/2011
SUNTRUST INVESTMENT SERVICES, INC. (HARRISONBURG VA)
VA
08/23/2007 - 08/14/2008
UNITED BROKERAGE SERVICES, INC (WAYNESBORO VA)
VA
12/04/2003 - 06/06/2006
UVEST FINANCIAL SERVICES GROUP, INC. (HARRISONBURG VA)
MA
07/09/2003 - 12/01/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NC
10/06/2002 - 10/14/2003
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
BOTH
Issued 01/10/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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