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Jacob C. Burnett

Mai Capital Management, LLC

Cleveland, OH

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Current Employers
Mai Capital Management, Llc

6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-03-30
  • OH RA
    APPROVED
    Since 2023-03-30

Branch Locations

6050 Oak Tree Blvd. Suite 500, Cleveland, OH 44131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Inverness Securities Cleveland OH 10/2019 03/2023
Ancora Family Wealth Advisors Cleveland OH 08/2020 03/2023
Oatey Company Cleveland OH 04/2019 08/2019
Cleveland State University Cleveland OH 01/2018 10/2019
The Ohio State University Columbus OH 08/2016 12/2017
Mai Capital Management Cleveland OH 03/2023 Present
  • 10/2019 → 03/2023
    Inverness Securities
    Cleveland, OH
  • 08/2020 → 03/2023
    Ancora Family Wealth Advisors
    Cleveland, OH
  • 04/2019 → 08/2019
    Oatey Company
    Cleveland, OH
  • 01/2018 → 10/2019
    Cleveland State University
    Cleveland, OH
  • 08/2016 → 12/2017
    The Ohio State University
    Columbus, OH
  • 03/2023 → Present
    Mai Capital Management
    Cleveland, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-23
  • S66 Uniform Combined State Law Examination
    2021-04-23
Designations

View on SEC IAPD

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Other Offices

FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH
INDEPENDENCE WEALTH ADVISORS, LLC · INDEPENDENCE, OH
VOYA FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH
EAGLE STRATEGIES LLC · Independence, OH
W&S BROKERAGE SERVICES, INC. · INDEPENDENCE, OH
M HOLDINGS SECURITIES, INC. · Cleveland, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Independence, OH
FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH

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