JL
JL

Jason Eric Lefton

15 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
261 advisors
Number of Clients
12,787 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$29.6B

Fee Structure

Minimum Investment:$500K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.90%
$10M+0.80%

MAI negotiates fees at its discretion, resulting in clients under different fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

10635 Santa Monica Blvd., Suite 240, Los Angeles, CA, 90025

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Mai Capital Management, LLC
November 2025 - Present · 3 mos
Evoke Advisors
June 2019 - Present · 6 yrs 8 mos
Previous Registrations
First Republic Securities Company, LLCBroker
January 2013 - June 2019 · 6 yrs 5 mos
First Republic Investment Management, INC.
January 2013 - June 2019 · 6 yrs 5 mos
Luminous Capital, LLC
July 2010 - February 2013 · 2 yrs 7 mos
Hantz Financial Services, INC.Broker
July 1999 - January 2000 · 6 mos
Vestax Securities CorporationBroker
July 1999 - July 1999 · 0 mos
State Registrations7 states
CACOFLNVOHORTX
Advisor
Exams
No exam information available for this advisor.