Unclaimed Profile

John Dean May Iii

RUGGAARD & ASSOCIATES, LLC·HUDSON, Ohio

SIE, Series 7CFPClean record11 years registeredRUGGAARD & ASSOCIATES, LLC

110 W STREETSBORO ST., HUDSON, OH 44236CRD# 5603701Firm CRD# 107489

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Dean May Iii · HUDSON, OH

Registration

CRD #5603701 · RUGGAARD & ASSOCIATES, LLC · 11 years registered

Brand Profile

Not yet started

Career History

RUGGAARD & ASSOCIATES

Aug 2018 – present

JAMES REED FINANCIAL SERVICES, INC.

Jun 2015 – Jan 2018

CLEVELAND, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Registration record

First registered · June 9, 2015

Years registered · 11

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RUGGAARD & ASSOCIATES, LLC

CRD 107489 · SEC 801-43618

AUM

$312M

Regulatory assets under management

Employees

865 client accounts

Services offered by RUGGAARD & ASSOCIATES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RUGGAARD & ASSOCIATES, LLC →

Introduction

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Frequently Asked Questions

What services does John Dean May Iii offer?

John Dean May Iii specializes in Financial Planning, Investment Management. Contact their office in HUDSON, Ohio for a consultation.

What are John Dean May Iii's credentials?

John Dean May Iii holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is John Dean May Iii located?

John Dean May Iii is based in HUDSON, Ohio, working with RUGGAARD & ASSOCIATES, LLC. Their office serves clients in the HUDSON metropolitan area and surrounding communities.

How does John Dean May Iii charge for services?

John Dean May Iii's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RUGGAARD & ASSOCIATES, LLC?

RUGGAARD & ASSOCIATES, LLC has approximately 10 employees and manages $312M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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