Jason Bell

Work Experience

• Joined MAI in 2021 following the acquisition of Regal Wealth Management, where he was a Managing Director
• Started his financial career as an Investment Specialist at JP Morgan Private Bank and then as a Financial Advisor at UBS Financial Services
• Has worked extensively with entrepreneurs, closely held business owners, athletes, and entertainers, as well as high and ultra-high-net worth families
• Currently offers financial planning, portfolio management, banking solutions, family office services, and business management to serve the broad needs of clients
• Takes a comprehensive approach with every client to ensure that the entirety of the client’s life and financials is considered
• Ensures that client portfolios reflect what is important to them now and in the future
• Brings both experience and an ability to embrace the evolution of the wealth management landscape – an ideal combination for achieving positive outcomes

Life Outside of MAI 

• Involved in fundraising for the Jaffee Food Allergy Institute of Mt. Sinai Children’s Hospital
• In addition to spending time with his wife, Lauren, and children, Kaden & Kensington, he loves trying new restaurants, running through new cities and playing golf

Education

• University of Michigan, BA in Sociology