Jason Robert Hamilton

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

• 09/2014 → 09/2022
  Voya Financial
  Wesley Chapel, FL
• 09/2014 → 09/2022
  Voya Financial Partners
  Tampawesley Chapel, FL
• 10/2022 → Present
  Mai Capital Management Llc
  Ponte Vedra Beach, FL

Other Businesses

1.) ST. JOHNS ACADEMY; NO; 1533 WILDWOOD DR. ST. AUGUSTINE, FL; BOARD DIRECTOR FOR PRIVATE SCHOOL; BOARD OF DIRECTORS; 07/01/2018; 1HR/MO; 0HR/MO; OVERSIGHT FOR SCHOOL. 2.) SOULSKIN; NO; ALBUM RELEASE TO PUBLIC; SONGWRITER; 07/01/2018; 2HRS/MO; 0HRS/MO; RELEASING ALBUM TO THE PUBLIC, MIGHT RECEIVE DIMINIMUS ROYALTIES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-10-10
• S63 Uniform Securities Agent State Law Examination
  1999-05-24