Jeffrey Michael May
Investment adviser representative at Florian Financial Group LLC
13 yearsExperience
1 stateRegistered in
$215MFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Florian Financial Group, LLCOct 2025 to now
- Charles Schwab & Co., Inc.Apr 2013 to Sep 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (NY).
Florian Financial Group LLC
$215MAssets managed
245Clients
2Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5465072
- Firm CRD
- 123869