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Jaeden Gonzalez May

Jaeden G. May

RILEY S. CROSBIE ADVISORY, LLC DBA CROSBIE FINANCIAL
PROVIDENCE, UT
Some features on this profile are disabled
CRD#: 7224395
Jaeden Gonzalez May

Professional summary

Jaeden Gonzalez May, CFP® is a registered financial advisor currently at RILEY S. CROSBIE ADVISORY, LLC DBA CROSBIE FINANCIAL located in Providence, Utah.

Jaeden is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Jaeden has worked at 2 firms and has passed the Series 65 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jaeden Gonzalez May's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2021

Experience

Current

March 30, 2026 - Present

RILEY S. CROSBIE ADVISORY, LLC DBA CROSBIE FINANCIAL

RIA
CRD#: 336507
PROVIDENCE, UT
Past

May 6, 2020 - August 1, 2025

ADAMS WEALTH ADVISORS

RIA
CRD#: 286087
LOGAN, UT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Utah
(3/30/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/6/2020
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 3
Date: 12/31/2022
National Commodity Futures Examination

Current Firm

RS
RILEY S. CROSBIE ADVISORY, LLC DBA CROSBIE FINANCIAL
RILEY S. CROSBIE ADVISORY | RILEY S. CROSBIE ADVISORY, LLC DBA CROSBIE FINANCIAL | RILEY S. CROSBIE ADVISORY, LLC

CRD#: 336507 / SEC#:

Texas
Registered Investment Advisory firm - (7/7/2025 Conditional Restricted)
Utah
Registered Investment Advisory firm - (6/25/2025 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Providence, UT
Mailing Address
Phone number
(435) 374-8124
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

RILEY S. CROSBIE ADVISORY, LLC DBA CROSBIE FINANCIAL

CRD#: 336507Providence, UT

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