Jason Andrew Bell
Investment adviser representative at Mai Capital Management, LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Mai Capital Management, LLCDec 2021 to now
- Regal Wealth Management, LLCNov 2019 to Dec 2021
- UBS Financial Services, Inc.Apr 2014 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 5164802
- Firm CRD
- 109807