Jeffrey May has been an investment adviser representative at Florian Financial Group since October 2025, and is not listed among the firm’s executive officers or direct owners.
Florian Financial Group LLC is a Williamsville, NY firm with $215M under management, 245 clients and 5 advisers in one office, as of its June 2026 filing.
Jeffrey May’s longest registration was 12 years at Charles Schwab & Co., Inc. (2013–2025). Before joining Florian Financial Group in 2025, Jeffrey May was registered through Charles Schwab & Co., Inc. and HSBC Securities (USA) Inc.
- Florian Financial Group LLCCurrent– present · 1 yearWilliamsville, NY · Adviser representative · Firm CRD 123869
- Charles Schwab & Co., Inc.– · 12 yearsAmherst, NY · Adviser representative · Firm CRD 5393
- HSBC Securities (USA) Inc.– · 4 yearsBuffalo, NY · Adviser representative · Firm CRD 19585
Investment adviser representative registrations
Jeffrey May is registered as an investment adviser representative in New York, since October 2025.
- New YorkSince 14 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 7 April 2010 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 9 March 2010 |
| Series 7 | General Securities Representative Examination | 13 April 2009 |
| Series 65 | Uniform Investment Adviser Law Examination | 21 May 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 December 2007 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 15 December 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jeffrey Michael May
- CRD
- 5465072
- Firm
- Florian Financial Group · CRD 123869
- Office
- 1825 MAPLE ROAD, SUITE 240, Williamsville, NY 14221
- Registration
- Investment adviser registration
- In the industry since
- February 2008
- Disciplinary history
- Not yet shown here · SEC record
Where does Jeffrey May work?
Jeffrey May is an investment adviser representative registered through Florian Financial Group LLC since October 2025, and is not listed among the firm’s executive officers or direct owners.
Is Jeffrey May a financial advisor?
Yes. Jeffrey May has a current investment-adviser registration in New York, through Florian Financial Group since October 2025.
How many years of experience does Jeffrey May have?
Jeffrey May has 18 years in the financial industry, since February 2008, across 3 adviser firms.
What exams has Jeffrey May passed?
Jeffrey May has passed 6 licensing exams: the Series 6, Series 63, Series 65, Series 7, Series 9 and Series 10. The earliest, the Series 6, was passed in December 2007. FINRA credited Jeffrey May with the SIE, which began in October 2018.
Where did Jeffrey May work before Florian Financial Group?
Before Florian Financial Group, Jeffrey May was registered through Charles Schwab & Co., Inc., April 2013 to September 2025; HSBC Securities (USA) Inc., February 2009 to April 2013.
Where is Jeffrey May based?
Jeffrey May’s registered office is in Williamsville, NY.
Is Jeffrey May registered with FINRA?
No. Jeffrey May has no current broker registration.
How can I verify Jeffrey May’s record?
Search CRD 5465072 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey May’s full registration record.