Best Investors Account Sign in
Inactive

Katherine Jean Perkner

Mai Capital Management, LLC

Ponte Vedra Beach, FL

Claim This Profile
Current Employers
Mai Capital Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-01-03
  • FL RA
    APPROVED
    Since 2023-01-03

Branch Locations

820 Highway A1A N Suite E4, Ponte Vedra Beach, FL 32082 • 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
Walt Disney Company Lake Buena Vista FL 07/2016 01/2017
College Of Charleston Charleston SC 06/2017 05/2018
Morgan Stanley Ormond Beach FL 06/2018 08/2021
College Of Charleston Charleston SC 08/2014 05/2018
Belmond Charleston SC 01/2018 05/2018
Morgan Stanley Private Bank, N.A. New York NY 07/2019 08/2021
University Of Florida Gainsville FL 08/2019 12/2021
Principal Life Insurance Jacksonville FL 11/2021 09/2022
Principal Securities Jacksonville FL 12/2021 09/2022
West Point Business Group Jacksonville FL 01/2022 09/2022
Mai Capital Management Llc Ponte Vedra Beach FL 10/2022 Present
  • 07/2016 → 01/2017
    Walt Disney Company
    Lake Buena Vista, FL
  • 06/2017 → 05/2018
    College Of Charleston
    Charleston, SC
  • 06/2018 → 08/2021
    Morgan Stanley
    Ormond Beach, FL
  • 08/2014 → 05/2018
    College Of Charleston
    Charleston, SC
  • 01/2018 → 05/2018
    Belmond
    Charleston, SC
  • 07/2019 → 08/2021
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 08/2019 → 12/2021
    University Of Florida
    Gainsville, FL
  • 11/2021 → 09/2022
    Principal Life Insurance
    Jacksonville, FL
  • 12/2021 → 09/2022
    Principal Securities
    Jacksonville, FL
  • 01/2022 → 09/2022
    West Point Business Group
    Jacksonville, FL
  • 10/2022 → Present
    Mai Capital Management Llc
    Ponte Vedra Beach, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-24
  • S66 Uniform Combined State Law Examination
    2018-09-24
Designations
Other Names
  • Katie Jean Perkner

View on SEC IAPD

Other Firms

WELLS FARGO CLEARING SERVICES, LLC
SAWGRASS ASSET MANAGEMENT LLC
CORAL REEF ADVISORS LLC
RAYMOND JAMES & ASSOCIATES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
J.P. MORGAN SECURITIES LLC

Other Investors

SCOTT DOUGLAS CONROY
GALE RUSSELL CREIGHTON
DEAN EDWARD MCQUIDDY
DAVID ANDREW FURFINE
WILLIAM MARC DAVIS
DAVID ADAM SIEGEL
PATRICK ALAN RILEY
LORI DENISE BAYLER

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · PONTE VEDRA BEACH, FL
SAWGRASS ASSET MANAGEMENT LLC · PONTE VEDRA BEACH, FL
CORAL REEF ADVISORS LLC · PONTE VEDRA BEACH, FL
RAYMOND JAMES & ASSOCIATES, INC. · Ponte Vedra Beach, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Ponte Vedra Beach, FL
KESTRA ADVISORY SERVICES, LLC · Ponte Vedra Beach, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · PONTE VEDRA BEACH, FL
J.P. MORGAN SECURITIES LLC · Ponte Vedra Beach, FL

More in Ponte Vedra Beach, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor