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Tyler Justin Jones

Investment adviser representative at Mai Capital Management, LLC
13 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

13 years in the industry.

  1. Mai Capital Management, LLCNov 2025 to now
  2. Evoke AdvisorsSep 2021 to now
  3. L Squared Capital Partners, LLCJun 2020 to Sep 2020
  4. Ucla Undergraduate AdmissionJan 2020 to Jun 2021
  5. UclaAug 2017 to Jun 2021
  6. St. Margaret's Episcopal SchoolAug 2013 to Jun 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 1 state (CA).

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
7456522
Firm CRD
109807
Advisor's SEC record (opens in a new tab)
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