Jonathan Clark Boyack

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

• 06/2014 → 10/2017
  Student
  Fountain Valley, CA
• 08/2016 → 10/2017
  Del Taco Llc
  Huntington Beach, CA
• 11/2017 → 09/2019
  Unemployed
  Huntington Beach, CA
• 10/2019 → 12/2019
  Benrich Service Company
  Costa Mesa, CA
• 05/2020 → 08/2020
  Robert Half
  Costa Mesa, CA
• 09/2020 → 09/2020
  Benrich Service Company
  Costa Mesa, CA
• 01/2021 → 04/2021
  Crewe Advisors
  Salt Lake City, UT
• 04/2022 → 02/2023
  Benrich Service Company
  Costa Mesa, CA
• 04/2021 → 07/2021
  Benrich Service Company
  Costa Mesa, CA
• 06/2023 → 08/2023
  North Island Credit Union
  San Diego, CA
• 01/2020 → 04/2024
  Brigham Young University
  Provo, UT
• 09/2023 → 12/2023
  Sepio Capital
  Salt Lake City, UT
• 05/2024 → Present
  Evoke Advisors
  Los Angeles, CA
• 01/2026 → Present
  Mai Capital Management, Llc
  Cleveland, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-16