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Jennifer Marlow Baham

Mai Capital Management, LLC

Boulder, CO

CRD 5178704

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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:

Current Employers
Mai Capital Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-10-08
NM RA APPROVED 2025-08-08
CO RA APPROVED 2024-05-23
  • LA RA
    APPROVED
    Since 2025-10-08
  • NM RA
    APPROVED
    Since 2025-08-08
  • CO RA
    APPROVED
    Since 2024-05-23

Branch Locations

1090 26Th Street Suite 1A, Boulder, CO 80302 • 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
Mai Capital Management, Llc Boulder CO 05/2024 Present
Harbor Wealth Management Boulder CO 08/2015 05/2024
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-01-14
  • S66 Uniform Combined State Law Examination
    2008-01-14
Designations
  • Certified Financial Planner
Other Names
  • Jennifer Gloss
  • Jennifer Marlow Gloss

View on SEC IAPD

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