Jaeden Gonzalez May
Investment adviser representative at Riley S. Crosbie Advisory, LLC
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$118.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Riley S. Crosbie Advisory, LLCMar 2026 to now
- Crosbie FinancialMar 2026 to now
- Bfs PartnersSep 2025 to Feb 2026
- Adams Wealth Management, LLCMar 2020 to Jul 2025
- Adams Wealth AdvisorsApr 2019 to Jul 2025
- Lowrey & AssociatesFeb 2018 to Apr 2019
- Airbound GymnasticsOct 2015 to Mar 2018
- Cache County School DistrictJan 2010 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (UT).
Riley S. Crosbie Advisory, LLC
$118.9MAssets managed
101Clients
3Advisers
Under 1 yearIn 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
- 7224395
- Firm CRD
- 336507