Jon paul Pattinson
Investment adviser representative at Mai Capital Management, LLC
19 yearsExperience
3 statesRegistered in
$52.1BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Mai Capital Management, LLCSep 2024 to now
- Purshe Kaplan Sterling InvestmentsAug 2024 to Aug 2024
- Stone Creek Capital ManagementJan 2023 to Aug 2024
- Merit Financial Group d/b/a Merit Financial AdvisorsOct 2017 to Aug 2024
- Lifestyle Planning Solutions, LLCApr 2015 to Aug 2019
- Stratos Wealth Partners, LtdMar 2013 to Oct 2017
- LPL Financial LLCMay 2012 to Aug 2024
- The Botsford GroupJun 2005 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 3 states (AR, FL, TX).
Mai Capital Management, LLC
$52.1BAssets managed
16,261Clients
306Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5045935
- Firm CRD
- 109807