Owner
Current
May Financial Planning
Jan 2023 - Present
AeroLeads people directory · profile
Jason D. May, Cfp® Email & Phone Number
May Financial Planning & AdvisorNet Financial, Inc
at
AdvisorNet Financial, Inc
1 work email found
@advisornet.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
May Financial Planning & AdvisorNet Financial, Inc
Location
Hopkins, Minnesota, United States
Company size
Who is Jason D. May, Cfp®? Overview
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Quick answer
Jason D. May, Cfp® is listed as May Financial Planning & AdvisorNet Financial, Inc at AdvisorNet Financial, Inc, a with 98 employees, based in Hopkins, Minnesota, United States. AeroLeads shows a work email signal at advisornet.com and a matched LinkedIn profile for Jason D. May, Cfp®.
Jason D. May, Cfp® previously worked as Owner at May Financial Planning and Certified Financial Planner at Advisornet Financial, Inc. Jason D. May, Cfp® holds Business, Entrepreneurship And Business Management from University Of Minnesota - Carlson School Of Management.
Company email context
Email format at AdvisorNet Financial, Inc
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*@advisornet.com
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AeroLeads found 1 current-domain work email signal for Jason D. May, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Jason D. May, Cfp®
Education: Bachelor of Science - Business and Psychology, from the University of Minnesota and the Carlson School of Management. Areas of Focus: Business Management, Entrepreneurship, and Psychology. Experience: several years in commercial banking before joining AdvisorNet Financial in 2010. Background: I'm fortunate to work with many talented and successful individuals, their families, and business owners. The vision of May Financial Planning is to provide the framework and playbook to help our clients:- Wisely manage their financial resources, and accomplish both personal and financial goals- Protect what they have worked hard for, and plan for uncertainty- Secure a desirable and comfortable retirement- Leave behind the legacy they envisionFinancial Planning Priorities: Investment Planning and Advisory, Wealth Accumulation, Life, LTC, and Disability Insurance, Retirement Planning, Tax-Efficient Strategies, Higher Education Funding, Estate and Legacy Planning, Charitable Donations, Employee Benefits, Business Continuation & Succession Planning.*Registered Representative offering securities and advisory services through Cetera Advisor Networks LLC, Member FINRA/SIPC, a Broker-Dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other entity.Please visit our website: www.mayfinancialplanning.com
Listed skills include Retirement Planning, Strategic Financial Planning, Investments, Credit Analysis, and 5 others.
Current workplace
Jason D. May, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Advisornet Financial, Inc
6 roles
Jason D. May, Cfp® work experience
A career timeline built from the work history available for this profile.
Certified Financial Planner
CurrentSee description under Financial Advisor below.
Jan 2014 - Present
Financial Advisor
CurrentRegistered Representative offering securities and advisory services through Cetera Advisor Networks LLC, Member FINRA/SIPC, a Broker-Dealer and a Registered Investment Advisor. We work with business owners, individuals, couples, and their families to create integrated financial planning and investment advisory services. Johno May is my business partner and a financial advisor, and Daniel J. May, CFP® is a Senior Consultant to MFP. Together we help our clients create personalized financial planning strategies to improve their probability of reaching their goals. A well-designed financial plan and disciplined investment approach increases the probability of success throughout the accumulation, conservation, and distribution phases of life.
Oct 2010 - Present
Commercial Credit Analyst
Performed financial and credit analysis of prospective commercial borrowers. Tasked with analyzing prospective borrowers' business plans, cash flow, and capital structure to determine their repayment capability and risk to the bank. Assisted business bankers and the credit committee in determining appropriate covenants, interest rates, and collateral positions in order to protect the bank and the borrower.
Jun 2008 - Oct 2010
Loan Department
Brickwell Community Bank
Jun 2007 - Jan 2008
Jun 2003 - Sep 2003
Team & coworkers
Colleagues at AdvisorNet Financial, Inc
Other employees you can reach at advisornet.com. View company contacts for 98 employees →
JK
Jim Komoszewski
Colleague at Advisornet Financial, IncGreater Minneapolis-St. Paul Area, United States
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SR
Steve Rummler
Colleague at Advisornet Financial, IncEden Prairie, Minnesota, United States
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JL
Jon Lindstrom
Colleague at Advisornet Financial, IncCircle Pines, Minnesota, United States
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AM
Anna Monahan
Colleague at Advisornet Financial, IncSt Paul, Minnesota, United States
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RS
Ravin Singh
Colleague at Advisornet Financial, IncMinnetonka, Minnesota, United States
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JF
Jim Fahnhorst
Colleague at Advisornet Financial, IncGreater Minneapolis-St. Paul Area, United States
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SA
Samuel Allen
Colleague at Advisornet Financial, IncMinneapolis, Minnesota, United States
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KS
Krista Steenson
Colleague at Advisornet Financial, IncSt Paul, Minnesota, United States
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WB
Wally Bomgren
Colleague at Advisornet Financial, IncGreater Minneapolis-St. Paul Area, United States
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RF
Richard Favreau
Colleague at Advisornet Financial, IncDenver Metropolitan Area, United States
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Jim Komoszewski
Colleague at Advisornet Financial, IncGreater Minneapolis-St. Paul Area, United States
View →
SR
Steve Rummler
Colleague at Advisornet Financial, IncEden Prairie, Minnesota, United States
View →
JL
Jon Lindstrom
Colleague at Advisornet Financial, IncCircle Pines, Minnesota, United States
View →
AM
Anna Monahan
Colleague at Advisornet Financial, IncSt Paul, Minnesota, United States
View →
RS
Ravin Singh
Colleague at Advisornet Financial, IncMinnetonka, Minnesota, United States
View →
JF
Jim Fahnhorst
Colleague at Advisornet Financial, IncGreater Minneapolis-St. Paul Area, United States
View →
SA
Samuel Allen
Colleague at Advisornet Financial, IncMinneapolis, Minnesota, United States
View →
KS
Krista Steenson
Colleague at Advisornet Financial, IncSt Paul, Minnesota, United States
View →
WB
Wally Bomgren
Colleague at Advisornet Financial, IncGreater Minneapolis-St. Paul Area, United States
View →
RF
Richard Favreau
Colleague at Advisornet Financial, IncDenver Metropolitan Area, United States
View →
5 education records
Jason D. May, Cfp® education
Business, Entrepreneurship And Business Management
Professional Designation, Certified Financial Planner
Bachelor'S Degree, Business And Psychology
Psychology, Cognitive Psychology And Personality Studies
High School Diploma
Mahtomedi High School
FAQ
Frequently asked questions about Jason D. May, Cfp®
Quick answers generated from the profile data available on this page.
What company does Jason D. May, Cfp® work for?
Jason D. May, Cfp® works for AdvisorNet Financial, Inc.
What is Jason D. May, Cfp®'s role at AdvisorNet Financial, Inc?
Jason D. May, Cfp® is listed as May Financial Planning & AdvisorNet Financial, Inc at AdvisorNet Financial, Inc.
What is Jason D. May, Cfp®'s email address?
AeroLeads has found 1 work email signal at @advisornet.com for Jason D. May, Cfp® at AdvisorNet Financial, Inc.
Where is Jason D. May, Cfp® based?
Jason D. May, Cfp® is based in Hopkins, Minnesota, United States while working with AdvisorNet Financial, Inc.
What companies has Jason D. May, Cfp® worked for?
Jason D. May, Cfp® has worked for May Financial Planning, Advisornet Financial, Inc, Kleinbank, Brickwell Community Bank, and Swenson Anderson Associates.
Who are Jason D. May, Cfp®'s colleagues at AdvisorNet Financial, Inc?
Jason D. May, Cfp®'s colleagues at AdvisorNet Financial, Inc include Jim Komoszewski, Steve Rummler, Jon Lindstrom, Anna Monahan, and Ravin Singh.
How can I contact Jason D. May, Cfp®?
You can use AeroLeads to view verified contact signals for Jason D. May, Cfp® at AdvisorNet Financial, Inc, including work email, phone, and LinkedIn data when available.
What schools did Jason D. May, Cfp® attend?
Jason D. May, Cfp® holds Business, Entrepreneurship And Business Management from University Of Minnesota - Carlson School Of Management.
What skills is Jason D. May, Cfp® known for?
Jason D. May, Cfp® is listed with skills including Retirement Planning, Strategic Financial Planning, Investments, Credit Analysis, Insurance, Personal Tax Planning, Higher Education Planning, and Buy Sell Agreements.
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