John Robert Beck
Investment adviser representative at Mai Capital Management, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$52.1BFirm assets
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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
10 years in the industry.
- Mai Capital Management, LLCApr 2026 to now
- CorientDec 2022 to now
- Corient Services LLCJul 2023 to Apr 2026
- Cipw Service Company, LLCJan 2023 to Jul 2023
- RegentatlanticMar 2022 to Mar 2023
- TIAAJan 2019 to Mar 2022
- TIAA-CREF Individual & Institutional Services, LLCJan 2019 to Mar 2022
- Bank of America, N.A.Nov 2017 to Jan 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2017 to Jan 2019
- Newbridge Securities CorporationApr 2017 to Nov 2017
- Black River Wealth Management, LtdJul 2016 to Nov 2017
- National Securities CorporationJul 2016 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 6501534
- Firm CRD
- 109807