Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
48 advisors
Number of Clients
1,904 clients
Average Client Portfolio
$204K average
Assets Under Management
$389.1M

Fee Structure

The fees charged by UBS are established in a client’s written agreement with UBS. UBS will generally bill its fees in advance on a quarterly basis. The standard fee schedule varies for each wrap fee program offered. All fees are subject to negotiation.

Areas of Practice
Investment Management
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Advisor Information

Office location

54 Franklin Street, Weyers Cave, VA, 24486

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Regulatory History
Clean regulatory record

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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Other Business Activities

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
January 2017 - Present · 9 yrs
United Brokerage Services, INC Broker
January 2017 - Present · 9 yrs
Previous Registrations
MML Investors Services, LLC
July 2015 - January 2017 · 1 yr 6 mos
MML Investors Services, LLC Broker
May 2015 - January 2017 · 1 yr 8 mos
LPL Financial LLC
August 2012 - May 2015 · 2 yrs 9 mos
LPL Financial LLC Broker
August 2012 - May 2015 · 2 yrs 9 mos
Primevest Financial Services, INC.Broker
November 2011 - August 2012 · 9 mos
Primevest Financial Services, INC.
November 2011 - August 2012 · 9 mos
Uvest Financial Services Group, INC.Broker
January 2011 - November 2011 · 10 mos
Uvest Financial Services Group, INC.
January 2011 - November 2011 · 10 mos
Suntrust Investment Services, INC.
September 2008 - January 2011 · 2 yrs 4 mos
Suntrust Investment Services, INC.Broker
September 2008 - January 2011 · 2 yrs 4 mos
United Brokerage Services, INC Broker
August 2007 - August 2008 · 1 yr
United Brokerage Services INC
August 2007 - August 2008 · 1 yr
Uvest Financial Services Group, INC.
January 2004 - June 2006 · 2 yrs 5 mos
Uvest Financial Services Group, INC.Broker
December 2003 - June 2006 · 2 yrs 6 mos
MML Investors Services, INC. Broker
July 2003 - December 2003 · 5 mos
Uvest Financial Services And/or Compass Capital
January 2003 - October 2003 · 9 mos
Uvest Financial Services Group, INC.Broker
October 2002 - October 2003 · 1 yr
State Registrations9 states
ALAZGAMDMEMONCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jason Edward May - Financial Advisor | AdvisorDiscover