John Richard May
CFP®Professional Summary
John Richard May, CFP®, who also goes by Jack May, is a registered financial advisor currently at XML FINANCIAL GROUP located in Haymarket, Virginia and XML SECURITIES located in Fairfax, Virginia. John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1979. John has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO, Series 62, SIE, Series 1 and Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
John Richard May, Jack May
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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.
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Credentials
Years of Experience
47 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
COLLINS INVESTMENT GROUP | XML WOMEN | XML FINANCIAL, LLC | XML FINANCIAL GROUP | SAMSON WEALTH MANAGEMENT GROUP | OREN ADVISORS, LLC | LARA MAY ADVISORS
Contact Information
Main Address
6901 Rockledge Drive Suite 730, Bethesda, MD 20817Phone Number
(301) 770-5234# of Employees
54SEC notice filing (46 States and Territories)
Registered to provide investment advisory services in 46 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
5,987AUM (Assets Under Management)
$3,298,062,805Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/20/2026 | Cover Page | Report |
| 12/23/2025 | Cover Page | Report |
| 07/19/2024 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
COLLINS INVESTMENT GROUP | XML WOMEN | XML FINANCIAL, LLC | XML FINANCIAL GROUP | SAMSON WEALTH MANAGEMENT GROUP | OREN ADVISORS, LLC | LARA MAY ADVISORS
State Registrations and Notice Filings
(10/24/2013)
(9/11/2019)
(4/26/2019)
(6/26/2008)
(6/23/2008)
(6/24/2008)
(8/16/2016)
(5/6/2016)
(12/21/2018)
(6/23/2008)
(1/13/2026)
(6/24/2008)
(6/23/2008)
(6/27/2008)
(8/2/2019)
(6/24/2008)
(1/5/2009)
(11/5/2025)
(6/19/2008)
(2/1/2019)
(7/8/2021)
(6/19/2008)
(5/16/2017)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 62 — Corporate Securities Limited Representative Examination
Passed Jan 2023Series 1 — Registered Representative Examination
Passed Oct 1979SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view John Richard May's CRS (Customer Relationship Summary).
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