Jason Eric Lefton
Financial advisor at Mai Capital Management · Los Angeles, CA
Last updated 2026-10-10
Claim your profileJason Eric Lefton is a financial advisor at Mai Capital Management in Los Angeles, CA, CRD 3233145. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2010-07-27.
Registration
- CRD number
- 3233145
- Registration status
- Active
- IAPD registration
- 2010-07-27
- Industry Experience
- 16 years
- Work Experience
- 13 years
- States registered
- CA, TX
Licenses and exams
- Series 63
- Series 65
Work history
- 2013-01 to 2019-05 · First Republic Securities Company, LLC · Los Angeles, CA
- 2019-05 to Present · Evoke Advisors · Los Angeles, CA
- 2025-11 to Present · Mai Capital Management, LLC · Cleveland, OH
Current employment
- Mai Capital Management, LLC · Cleveland, OH
Mai Capital Management
- Regulatory AUM
- $52,101,252,111
- Registered advisors
- 308
- Offices
- 116
- Clients per advisor
- 52.8 (Low)
- Average AUM per client
- $3.2M (Low)
- High-net-worth client ratio
- 30.1% (Moderate)
Mai Capital Management: advisors, services and reported ETF investments
About
Jason Eric Lefton is a financial advisor at Mai Capital Management, LLC, operating as Mai Capital Management in Los Angeles, CA. Reported securities licenses include Series 63 and Series 65. The latest record indicates 16 years of industry experience and 13 years of reported work history. Reported roles include Evoke Advisors, First Republic Securities Company, LLC.
Mai Capital Management's firm-level Form ADV reports 308 advisors across 116 offices; approximately 52.8 clients per advisor, average assets per client of $3,204,062, and regulatory AUM of $52.1B; client categories including Individuals (non-HNW), High net worth individuals, Investment companies, Pooled investment vehicles, Pension and profit-sharing plans, Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients.
PortfolioFuture's firm-level 13F analysis covers $16.2B across 631 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Jason Eric Lefton personally.
Reported ETF positions
Mai Capital Management reports 631 ETF positions worth $16.2B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $1.9B |
| SPY — SPDR S&P 500 ETF TRUST | $893M |
| GLDM — SPDR Gold MiniShares Trust | $595.4M |
| VEA — Vanguard FTSE Developed Markets ETF | $502.2M |
| VTI — Vanguard Morningstar Total Stock Market ETF | $438M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Mai Capital Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $31.2M | Top 99.8% | Peer conviction 86.8% · Active return +4.88% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $31.2M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | FNDX — Schwab Fundamental U.S. Large Company ETF | $23.7M | Top 99.5% | Residual alpha +2.49% · Residual Sharpe 0.14 |
| Diversification Benefits | JPST — JPMorgan Ultra-Short Income ETF | $40.2M | Top 97.5% | Replicability (R²) 70.1% · Residual Sharpe 0.66 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Mai Capital Management on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Investment Companies
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Performance-Based Fees
- Other
Business and affiliations
- Trust Company
- Engaged in Other Business
- Sells Non-Advisory Products or Services
- Insurance Company or Agency
- Sponsor or GP of Pooled Investment Vehicl
- Adviser to Any Private Fund
Location
2121 Avenue of the Stars, Los Angeles, CA 90067
34 advisors at this office.
Contact
The firm's filed contact details.
- Phone: (216) 920-4800
- Website: maisports.com
- Youtube
Official record
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