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Jason Andrew Bell

Mai Capital Management, LLC

New York, NY

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Current Employers
Mai Capital Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-12-23
  • NY RA
    APPROVED
    Since 2021-12-23

Branch Locations

126 East 56Th Street Suite 2300, New York, NY 10022 • 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
Ubs Financial Services, Inc. New York NY 04/2014 10/2019
Regal Wealth Management, Llc New York NY 11/2019 12/2021
Mai Capital Management New York NY 12/2021 Present
  • 04/2014 → 10/2019
    Ubs Financial Services, Inc.
    New York, NY
  • 11/2019 → 12/2021
    Regal Wealth Management, Llc
    New York, NY
  • 12/2021 → Present
    Mai Capital Management
    New York, NY
Previous Registrations
  • 2020-03-11 → 2021-12-21
    Regal Wealth Management, Llc
    New York, NY
  • 2016-12-09 → 2019-11-19
    Ubs Financial Services Inc.
    New York, NY
Other Businesses

INDEPENDENT INSURANCE AGENT - SAME LOCATION - LESS THAN 10% OF TIME

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-03-02
S63 Uniform Securities Agent State Law Examination 2007-10-22
  • S65 Uniform Investment Adviser Law Examination
    2020-03-02
  • S63 Uniform Securities Agent State Law Examination
    2007-10-22

View on SEC IAPD

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KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
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CRESTVIEW PARTNERS · NEW YORK, NY
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