Best Investors Account Sign in
Inactive

Daniel Lee Jacobs

Mai Capital Management, LLC

Cleveland, OH

Claim This Profile
Current Employers
Mai Capital Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-01-21
  • OH RA
    APPROVED
    Since 2026-01-21

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
Key Bank Na Cleveland OH 03/2005 10/2025
Mai Capital Management, Llc Cleveland OH 10/2025 Present
Previous Registrations
  • 2004-03-24 → 2007-02-15
    Keybanc Capital Markets Inc.
    Cleveland, OH
    Cleveland, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-30
S66 Uniform Combined State Law Examination 2004-03-08
S63 Uniform Securities Agent State Law Examination 1993-06-16
  • S65 Uniform Investment Adviser Law Examination
    2025-12-30
  • S66 Uniform Combined State Law Examination
    2004-03-08
  • S63 Uniform Securities Agent State Law Examination
    1993-06-16

View on SEC IAPD

Other Firms

FIRST FIDUCIARY INVESTMENT COUNSEL INC
INDEPENDENCE WEALTH ADVISORS, LLC
VOYA FINANCIAL ADVISORS, INC.
EAGLE STRATEGIES LLC
W&S BROKERAGE SERVICES, INC.
M HOLDINGS SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
PRASAD WEALTH PARTNERS

Other Investors

LAURA ANN COLLINS
ANDREW JOSEPH GIVENS
WILLIAM STONE HENRY
JOSEPH QUERY
Alec Acampora
William Eugene Tomlinson
Ashley Celeste Kabalan
MITCHELL ALBAN KOTHEIMER

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

More in Cleveland, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor