Jennifer Mary Davis

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

• 08/2015 → 10/2024
  Halpern Financial, Inc.
  Ashburn, VA
• 10/2024 → Present
  Mai Capital Management, Llc
  Ashburn, VA

Previous Registrations

• 2015-11-17 → 2024-10-08
  Halpern Financial, Inc.
  Ashburn, VA
  Rockville, MD
  Rockville, MD
  Olney, MD
• 2014-08-15 → 2015-07-01
  Connemara Family Office Management, Llc
  Rockville, MD
• 2014-08-11 → 2015-07-01
  Connemara Fee Only Planning, Llc
  Rockville, MD

Designations

• Certified Financial Planner