John David Loden

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

• 03/1998 → 10/2019
  Jd Loden Wealth Financial Services
  Naples, FL
• 04/2006 → 10/2016
  Investors Capital Corporation
  Lynnfield, MA
• 10/2016 → 10/2022
  Cetera Advisors Llc
  Denver, CO
• 10/2019 → 10/2022
  Jd Loden Wealth Management, Llc.
  Naples, FL
• 10/2022 → Present
  Mai Capital, Llc
  Naples, FL

Previous Registrations

• 2016-09-12 → 2022-10-06
  Cetera Advisors Llc
  Naples, FL
  Greenwood Village, CO
• 2008-02-12 → 2016-10-03
  Investors Capital Corp.
  Lynnfield, MA
  Gilford, NH
  Naples, FL
  Lynnfield, MA
  Lynnfield, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-01-30
• S63 Uniform Securities Agent State Law Examination
  1987-01-09

Other Names

• J D Loden
• Johndavid Loden
• Jd Loden