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Matthew Alan Jones

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 2026-03-27
  • OH RA
    APPROVED
    Since 2026-03-27

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
Alliancebernstein Private Wealth Management Cleveland OH 09/2021 11/2024
Greater Cleveland Sports Commission Cleveland OH 01/2019 09/2021
Atl Hawks, Llc. Atlanta GA 07/2018 12/2018
University Of Mount Union Alliance OH 08/2015 05/2018
Mai Capital Management Llc Cleveland OH 11/2024 Present
  • 09/2021 → 11/2024
    Alliancebernstein Private Wealth Management
    Cleveland, OH
  • 01/2019 → 09/2021
    Greater Cleveland Sports Commission
    Cleveland, OH
  • 07/2018 → 12/2018
    Atl Hawks, Llc.
    Atlanta, GA
  • 08/2015 → 05/2018
    University Of Mount Union
    Alliance, OH
  • 11/2024 → Present
    Mai Capital Management Llc
    Cleveland, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-27
S63 Uniform Securities Agent State Law Examination 2022-11-04
  • S65 Uniform Investment Adviser Law Examination
    2026-03-27
  • S63 Uniform Securities Agent State Law Examination
    2022-11-04
Other Names
  • Matthew Jones
  • Matt Jones

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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