Jason
Hamilton
Mai Capital Management, LLC
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About this Advisor
Jason Hamilton is a financial advisor based in Daytona Beach, Florida. Hamilton is an employee of Mai Capital Management, LLC. During their career, the advisor has held roles at Ing, Ing Financial Advisers, LLC, Ing Financial Partners, Inc, Voya Financial, Voya Financial Partners, Mai Capital Management LLC and Voya Financial Advisors. Hamilton maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida. Mai Capital Management, LLC is a firm operating out of Independence, OH. It has offices in 20 locations and a total of 331 employees. It administers $16 billion in total assets among its 23,704 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 45 charities and foundations. Of its 23,704 accounts, 43% belong to high-net-worth individuals who have more than $1 million in assets. The firm offers a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. A financial advisor's fee schedules typically are based on which services the firm provides the client. Fees billed by Mai Capital Management, LLC likely include any blend of asset-based, hourly, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mai Capital Management, LLC Brokerage Details
$15,773,426,777
331
23,704
$665,433
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Jason Hamilton Work History
Jason has been registered as a financial advisor for 0 years.*
Mai Capital Management LLC
Voya Financial
Voya Financial Partners
Voya Financial Advisors
Ing Financial Partners, Inc
Ing
Ing Financial Advisers, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jason Hamilton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mai Capital Management, LLC
Cincinnati, OH
Rockville, MD
Ponte Vedra Beach, FL
Independence, OH
Independence, OH
Little Rock, AR
Dublin, CA
Reston, VA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
