Jacob
May
Bip Wealth, LLC
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About this Advisor
Jacob May is a certified financial planner operating in Alpharetta, Georgia who has 1 year of relevant experience. May currently works for Bip Wealth, LLC. Over the course of their career, May has held roles at Bip Wealth, LLC, United Midwest Savings Bank, Budros, Ruhlin, & Roe Inc, Live Oak Bank, Coastal Cypress Building Company Inc, Arizona State University, Chicago White Sox and Coastal Carolina University. May holds a Series 65 license, qualifying them as an investment advisor representative, and is approved to advise clients in Georgia. Bip Wealth, LLC is an advisory business that has its headquarters in Atlanta, GA. It has offices in two locations and a total of 49 financial advisors. It controls $2 billion in total assets between its 5,902 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises two charitable organizations. Of its 5,902 client accounts, 56% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The business has a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fees typically depend on which service is provided. Fee types charged by Bip Wealth, LLC most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bip Wealth, LLC Brokerage Details
$2,310,141,037
49
5,902
$391,417
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Jacob May Work History
Jacob has been registered as a financial advisor for 1 years.*
Bip Wealth, LLC
United Midwest Savings Bank
Budros, Ruhlin, & Roe Inc
Live Oak Bank
Live Oak Bank
Coastal Cypress Building Company Inc
Arizona State University
Chicago White Sox
Coastal Carolina University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jacob May to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bip Wealth, LLC
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
