John Dean May

Employer firm

Ruggaard & Associates CRD 107489

$369M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• TAX SERVICES

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

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

Current Employers

Employment History

• 03/2012 → 01/2018
  Comprehensive Asset Management & Servicing, Inc.
  Parsippany, NJ
• 08/2008 → 01/2018
  James Reed Financial Services, Inc.
  Mayfield Heights, OH
• 01/2018 → Present
  Ruggaard & Associates, Llc
  Hudson, OH

Previous Registrations

• 2015-06-09 → 2018-01-22
  Reed Financial Services, Inc.
  Cleveland, OH

Other Businesses

1-Twins Days, Inc.; Hudson, OH; Service description: I will serve on the investment committee to monitor investment performance and set investment direction of the non-profits desired goals based on long-range strategy; Start date: 10/01/2016; Title: Investment Committee board member; Duties: A few times a year communicate with other members of the board thoughts on investment vehicles and objectives; Time spent: 30 minutes.

Designations

• Certified Financial Planner

Other Names

• John Dean May
• John Dean May Iii