DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jason Edward May
Feed of 09/14/2026
Also filed as Jason May
At current firm
0 y
since Apr 24, 2026
In the industry
23 y
since Jan 10, 2003 (earliest exam, job or registration)
Prior registered firms
9
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Edward Jones national BD currentsince Apr 24, 2026 · Harrisonburg, Va
- United Brokerage Services Inc BD affiliatedJan 10, 2017 to May 22, 2026 · Bridgewater, Va
- MML Investors Services, LLC BD affiliatedJul 10, 2015 to Jan 10, 2017 · Charlottesville, Va
- LPL Financial LLC BD affiliatedAug 15, 2012 to May 8, 2015 · Fort Mill, Sc
- Cetera Investment Services LLC formerNov 7, 2011 to Aug 10, 2012 · Charlottesville, Va
- Uvest Financial Services Group, Inc. unclassifiedJan 19, 2011 to Nov 16, 2011 · Charlottesville, Va
- Suntrust Investment Services, Inc. formerSep 2, 2008 to Jan 13, 2011 · Harrisonburg, Va
- United Brokerage Services Inc BD affiliatedAug 23, 2007 to Aug 14, 2008 · Harrisonburg, Va
- Uvest Financial Services Group, Inc. unclassifiedJan 21, 2004 to Jun 6, 2006 · Harrisonburg, Va
- Uvest Financial Services Group, Inc. unclassifiedJan 13, 2003 to Oct 14, 2003 · Harrisonburg, Va
Moves
a registration end followed by a registration begin elsewhere
- United Brokerage Services Inc to Edward Jonesleft May 22, 2026, registered Apr 24, 2026 (-28 days) · Affiliated broker-dealer or bank to another
- MML Investors Services, LLC to United Brokerage Services Incleft Jan 10, 2017, registered Jan 10, 2017 (0 days) · Other
- LPL Financial LLC to MML Investors Services, LLCleft May 8, 2015, registered Jul 10, 2015 (63 days) · Other
- Cetera Investment Services LLC to LPL Financial LLCleft Aug 10, 2012, registered Aug 15, 2012 (5 days) · Other
- Uvest Financial Services Group, Inc. to Cetera Investment Services LLCleft Nov 16, 2011, registered Nov 7, 2011 (-9 days) · Other
- Suntrust Investment Services, Inc. to Uvest Financial Services Group, Inc.left Jan 13, 2011, registered Jan 19, 2011 (6 days) · Other
- United Brokerage Services Inc to Suntrust Investment Services, Inc.left Aug 14, 2008, registered Sep 2, 2008 (19 days) · Other
- Uvest Financial Services Group, Inc. to United Brokerage Services Incleft Jun 6, 2006, registered Aug 23, 2007 (443 days) · Other
Signals
- Jason Edward May left United Brokerage Services Inc for Edward Jones (registered 2026-04-24)May 22, 2026 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- National broker-dealer RIAderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address