Jason May is a registered investment advisor at United Brokerage Services INC, based in Weyers Cave, VA, with 22 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,904 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
UBS offers investment management through various wrap fee programs. These programs charge a single, all-inclusive fee based on the value of your investments, covering advisory services, trading costs, and custody. The fees do not include the expenses of any underlying exchange traded funds, closed-end funds, or mutual funds in the portfolio. There is a minimum quarterly fee of $250 for the Compass program.
Location
54 Franklin Street, Weyers Cave, VA, 24486
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jason is the Deputy Town Manager for the Town of Mt. Crawford, dedicating a few hours per week to utility billing, mail, and tax billing. He is also a member of the Planning Commission Town Council, meeting once every three years.
Employment History
Current Registrations
United Brokerage Services INC
United Brokerage Services, INCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Primevest Financial Services, INC.Broker
Primevest Financial Services, INC.
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Suntrust Investment Services, INC.Broker
Suntrust Investment Services, INC.
United Brokerage Services INC
United Brokerage Services, INCBroker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
MML Investors Services, INC.Broker
Uvest Financial Services And/or Compass Capital
Uvest Financial Services Group, INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.