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Melanie C Jones

Mai Capital Management, LLC

Los Angeles, CA

Evoke Advisors

Los Angeles, CA

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Current Employers
Mai Capital Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-12
TX RA APPROVED 2025-11-12
  • CA RA
    APPROVED
    Since 2025-11-12
  • TX RA
    APPROVED
    Since 2025-11-12

Branch Locations

2121 Avenue Of The Stars, Los Angeles, CA 90067 • United States

Evoke Advisors

2121 Avenue Of The Stars, Los Angeles, CA 90067 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-09-08
NV RA APPROVED 2023-06-21
OH RA APPROVED 2023-06-16
OR RA APPROVED 2023-06-16
CO RA APPROVED 2023-06-15
TX RA APPROVED_RES 2023-06-15
CA RA APPROVED 2019-06-06
  • FL RA
    APPROVED
    Since 2023-09-08
  • NV RA
    APPROVED
    Since 2023-06-21
  • OH RA
    APPROVED
    Since 2023-06-16
  • OR RA
    APPROVED
    Since 2023-06-16
  • CO RA
    APPROVED
    Since 2023-06-15
  • TX RA
    APPROVED_RES
    Since 2023-06-15
  • CA RA
    APPROVED
    Since 2019-06-06

Branch Locations

2121 Avenue Of The Stars, Los Angeles, CA 90067 • 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
First Republic Investment Management Los Angeles CA 03/2015 05/2019
Evoke Advisors Los Angeles CA 06/2019 Present
Inbalance Advisors, Llc Los Angeles CA 06/2023 08/2023
Mai Capital Management, Llc Cleveland OH 11/2025 Present
  • 03/2015 → 05/2019
    First Republic Investment Management
    Los Angeles, CA
  • 06/2019 → Present
    Evoke Advisors
    Los Angeles, CA
  • 06/2023 → 08/2023
    Inbalance Advisors, Llc
    Los Angeles, CA
  • 11/2025 → Present
    Mai Capital Management, Llc
    Cleveland, OH
Previous Registrations
  • 2023-06-16 → 2023-08-15
    Inbalance Advisors, Llc
    Los Angeles, CA
  • 2016-10-11 → 2019-06-04
    J.P. Morgan Private Wealth Advisors Llc
    Los Angeles, CA
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-10-11
  • S65 Uniform Investment Adviser Law Examination
    2016-10-11
Other Names
  • Melanie Catherine Jones

View on SEC IAPD

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