Evan T Stablein

Employer firm

Mai Capital Management, LLC CRD 109807

$52.1B regulatory AUM 132 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2021 → 10/2024
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 10/2024 → Present
  J.P. Morgan Securities Llc
  Los Angeles, CA
• 06/2020 → 08/2020
  Jpmorgan Chase Bank, N.A.
  Columbus, OH
• 10/2017 → 05/2019
  The Ohio State University
  Columbus, OH
• 10/2019 → 02/2020
  Aldi
  Columbus, OH
• 05/2019 → 07/2019
  Hewlett Packard Enterprise
  Dublin
• 10/2016 → 12/2016
  Gap, Inc
  Horseheads, NY
• 01/2017 → 07/2017
  Unemployed
  Horseheads, NY
• 10/2014 → 09/2016
  Unemployed
  Horseheads, NY
• 08/2020 → 06/2021
  Doordash
  Columbus, OH
• 03/2020 → 05/2020
  Unemployed
  Horseheads, NY
• 08/2017 → 09/2017
  Unemployed
  Columbus, OH
• 08/2019 → 09/2019
  Unemployed
  Columbus, OH
• 10/2024 → Present
  Jpmorgan Chase Bank, N.A.
  Los Angeles, CA
• 04/2026 → Present
  Mai Capital Management, Llc
  Cleveland, OH

Previous Registrations

• 2025-01-01 → 2026-04-09
  J.P. Morgan Securities Llc
  Los Angeles, CA

Exams

• S66 Uniform Combined State Law Examination
  2024-12-30

Designations

• Certified Financial Planner

Other Names

• Evan Stablein
• Evan Taylor Stablein