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Jason Bell

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Jason Bell

Managing Director | MAI Capital Management

United States

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Jason Bell

Summary

Jason Bell is a seasoned Senior Wealth Advisor and Managing Director at MAI Capital, with a robust background in financial services. He co-founded Regal Wealth Management, where he honed his expertise in providing tailored financial solutions to high-net-worth clients. His career began at JPMorgan Private Bank, later advancing through roles at UBS Financial Services. Jason's approach combines comprehensive financial planning with a deep understanding of investment strategies, ensuring alignment with clients' personal values and future goals. Recognized by Forbes as a Next Generation Best In-State Advisor in 2019, he is committed to innovation in wealth management. A graduate of the University of Michigan with a degree in sociology, he balances his professional life with a passion for family and culinary exploration.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Startup Experience

Jason Bell

Work Experience

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Managing Director at

MAI Capital Management

December 2021 - Present

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Managing Director at

Regal Wealth Investments LLC

November 2019 - December 2021

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First Vice President at

UBS Group AG

May 2014 - November 2019

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Vice President at

J.P. Morgan

June 2007 - May 2014

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Jason Bell

Education

University of Michigan, Bachelor Of Arts, Sciences, And Letters

January 2003 - January 2007

Frequently Asked Questions about Jason Bell

What is Jason Bell email address?

Jason Bell's primary email address is **********@mai.capital. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Jason Bell work for?

Jason Bell is a Managing Director at MAI Capital Management, a company specializing in Monetary Authorities-Central Bank.

Where Jason Bell graduated from?

Jason Bell holds a degree in Economic Sociology from University of Michigan.

How can I directly contact Jason Bell?

To contact Jason Bell directly, you can use the email address **********@mai.capital. Complete contact information is available upon registration with Muraena.

Who is Jason Bell?

Jason Bell is a seasoned Senior Wealth Advisor and Managing Director at MAI Capital, with a robust background in financial services. He co-founded Regal Wealth Management, where he honed his expertise in providing tailored financial solutions to high-net-worth clients. His career began at JPMorgan Private Bank, later advancing through roles at UBS Financial Services. Jason's approach combines comprehensive financial planning with a deep understanding of investment strategies, ensuring alignment with clients' personal values and future goals. Recognized by Forbes as a Next Generation Best In-State Advisor in 2019, he is committed to innovation in wealth management. A graduate of the University of Michigan with a degree in sociology, he balances his professional life with a passion for family and culinary exploration.

Jason`s contact details

mail

**********@mai.capital

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