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Jacob May

Advisor at AWM Capital, LLC

Updated today

Location

Mt. Gilead, OH

Credentials

CFP®, Series 65

Industry experience

3 years

About

Jacob May is a CFP® and holds a Series 65 license, currently serving as a financial advisor at AWM Capital, LLC. He has three years of industry experience with previous roles at BIP Wealth, United Midwest Savings Bank, Budros, Ruhlin & Roe Inc., and Live Oak Bank. Prior to his financial services career, he worked for the Chicago White Sox from 2013 to 2018. AWM Capital is a multi-team registered investment adviser managing approximately $1.15 billion for high- and ultra-high-net-worth individuals and families. The firm offers financial planning, retirement advice, business consulting, and asset management, with a focus on liability-driven investing and diversified portfolio construction using mutual funds, ETFs, equities, bonds, and private placements.

Client services

Based on AWM Capital, LLC

Financial planning Portfolio management

Expertise

Based on AWM Capital, LLC

Private / alternative investments Tax strategies for small businesses

Occupation focus

Based on AWM Capital, LLC

Founder/Business Owner

Demographic focus

Based on AWM Capital, LLC

HENRY (High Earners, Not Rich Yet)

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Fee options

Fixed

Flat fees for financial planning and consulting services, negotiated case-by-case

Percentage

Up to 2.00% annually (tiered based on assets under advisement, exact tiers not specified)

Project-based

Hourly fees for business consulting, negotiated case-by-case

Performance-based

Carried Interest and performance fees may apply to private funds established in 2024 and later; no performance fees for asset management services

Other

Account minimum: $5,000,000 Minimum fee: $20,000 minimum annual fee Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

Mt. Gilead, OH

Most active in

Ohio · Texas

Work history

AWM Capital, LLC

2023 - Present (3 years)

BIP Wealth, LLC

2023 - 2023 (1 year)

BIP Wealth, LLC

2022 - 2023 (1 year)

United Midwest Savings Bank

2021 - 2022 (1 year)

Budros, Ruhlin, & Roe Inc.

2019 - 2021 (2 years)

Live Oak Bank

2019 - 2019 (1 year)

Live Oak Bank

2019 - 2019 (1 year)

Unemployed

2018 - 2019 (1 year)

Chicago White Sox

2013 - 2018 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Danielle L

Series 66

Marion, OH

Commonwealth Financial Network

Danielle Landon is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 17 years of industry experience. She has worked with Commonwealth since 2016 and previously with Cetera Advisor Networks LLC and Scharer Investment Consultants. Outside of her advisory role, she serves as a cheer coach at Eglin Middle School in Marion, Ohio. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm provides operations, technology, investment management, and compliance support while offering advisors access to discretionary model portfolios and customized investment programs.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Thomas S

Series 63, Series 65, Series 66

Marion, OH

Commonwealth Financial Network

Thomas Savage Sr. is a financial advisor with Commonwealth Financial Network in Westerville, OH, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He previously worked at Nationwide Investment Services for 21 years and is a co-owner of Whetstone Financial, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operational, trading, technology, investment management, compliance, and practice-management support.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired

Michael S

Series 66

Marion, OH

Edward Jones

Michael Skaggs is a financial advisor at Edward Jones in Marion, Ohio, holding a Series 66 registration with one year of industry experience. He previously worked for Kokosing, Inc. for ten years. Outside of advising, he is the sole proprietor of a family farm in Bucyrus, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including managed solutions and separately managed accounts, supported by a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Wealth management Real estate investing Retired Founder/Business Owner Executive
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Andrew B

Series 66

Mount Gilead, OH

Edward Jones

Andrew Bower is a financial advisor at Edward Jones with 13 years of industry experience. He has been with Edward Jones since 2012 and holds a Series 66 designation. Outside of his advisory role, he operates a commercial rental property business in Mount Gilead, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Daniel W

Series 63, Series 65

Marion, OH

STIFEL

Daniel Wigton is a financial advisor at Stifel with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2009, with prior experience at UBS Financial Services and Mcdonald Investments Inc. He serves on The Ohio State University at Marion Alumni Advisory Board. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.

General retirement planning Income planning

Justin P

Series 66

Cardington, OH

Fidelity

Justin Parisi is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has spent 17 years assisting clients in defining and pursuing their financial goals, working with a range of clients including families, non-profits, endowments, and corporations. His professional experience includes roles such as Senior Financial Consultant for High Net Worth Families and Endowments at Manning & Napier Advisors from 2020 to 2022, Senior Financial Consultant at TD Ameritrade from 2014 to 2020, and Regional Internal Consultant for Retirement Plans at Mutual Of Omaha and Nationwide Financial between 2008 and 2014. Justin's background supports his approach to addressing complex financial situations with customized strategies. Outside of his professional career, Justin enjoys boating, camping, classic cars, comedy, family activities, and volunteering. He is also pursuing his Private Pilot's license.

Wealth management Retirement income strategy Annuities Charitable giving & philanthropy Multi-generational wealth transfer
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