Jacob May
Advisor at AWM Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
AWM Capital, LLC
Location
Mt. Gilead, OH
Credentials
CFP®, Series 65
Industry experience
3 years
Client services
Financial planning
Portfolio management
Fee options
Flat fees for consulting services, negotiated case-by-case
Up to 2.00% annually (tiered schedule, exact tiers not specified)
Hourly consulting fees negotiated case-by-case
Carried Interest (performance-based) fees charged by private funds managed by AWM Ventures starting in 2024; no performance fees for asset management
Account minimum: $5,000,000 (for separately managed accounts, with discretion to waive) Minimum fee: Minimum annual fee of $20,000 Fee-only: Financial planning/consulting fees offered on flat or hourly fee basis, negotiated case-by-case
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
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Michael S
Series 66
Marion, OH
Edward Jones
Justin P
Series 66
Marengo, OH
Fidelity
Justin Parisi is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has 16 years of experience in the financial services industry, working with a diverse client base including families, non-profits, endowments, and corporations. Throughout his career, he has held roles such as Senior Financial Consultant for high net worth families and endowments at Manning & Napier Advisors, Senior Financial Consultant at TD Ameritrade, and Regional Internal Consultant for retirement plans at Mutual of Omaha and Nationwide Financial. Justin's experience encompasses complex financial situations requiring customized approaches. Outside of his professional responsibilities, he enjoys boating, camping, cars, comedy, family activities, and volunteering. He is also pursuing his Private Pilot's license.
Chad W
Series 66
Lexington, OH
Edward Jones
Tristan J
CFP®, Series 66
Mount Gilead, OH
Edward Jones
David W
Series 66
Mount Gilead, OH
Edward Jones
Donald S
Series 63, Series 66
Lexington, OH
Sovereign Asset Management
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