Jason Daniel May

Employer firm

Tiaa-Cref Individual & Institutional Services, LLC CRD 20472

$37.9B regulatory AUM 35,647 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2006 → 07/2020
  Td Ameritrade, Inc.
  Southlake, TX
• 07/2020 → 08/2023
  Ally Invest Securities Llc
  Charlotte, NC
• 10/2021 → 08/2023
  Ally Invest Advisors
  Charlotte, NC
• 08/2023 → Present
  Tiaa
  Frisco, TX
• 08/2023 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Frisco, TX
• 09/2005 → 07/2020
  Td Ameritrade
  Southlake, TX

Previous Registrations

• 2021-10-07 → 2023-08-15
  Ally Invest Advisors
  Lewisville, TX
  Charlotte, NC
  Lantana, TX
• 2006-06-05 → 2020-07-03
  Td Ameritrade, Inc.
  Fort Worth, TX
  Draper, UT
  Omaha, NE
  Omaha, NE
  Fort Worth, TX
  Omaha, NE
  Fort Worth, TX
  Westlake, TX
  Fort Worth, TX
  Southlake, TX
  Omaha, NE
  Southlake, TX
  Omaha, NE
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2005-11-09