Noel Vonuelos

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

• 04/2015 → 09/2020
  Mercer Allied Company, L.P.
  Irvine, CA
• 03/2017 → 06/2019
  University Of California
  Irvine, CA
• 10/2020 → 11/2020
  Jpmorgan Chase Bank, N.A.
  Plano, TX
• 10/2020 → 11/2020
  J.P. Morgan Securities Llc
  Plano, TX
• 04/2015 → 09/2020
  The Ayco Company, L.P.
  Irvine, CA
• 12/2020 → 02/2024
  Mariner Wealth Advisors
  Plano, TX
• 03/2024 → Present
  Mai Capital Management, Llc.
  Cleveland, OH

Previous Registrations

• 2021-01-20 → 2024-03-04
  Mariner
  Plano, TX
• 2020-10-29 → 2020-12-02
  J.P. Morgan Securities Llc
  San Antonio, TX
  Plano, TX
• 2016-01-22 → 2020-10-01
  Goldman Sachs Wealth Services, L.P.
  Irvine, CA

Exams

• S66 Uniform Combined State Law Examination
  2016-01-15

Designations

• Certified Financial Planner

Other Names

• Noel Banuelos