Jason Bell

Senior Wealth Advisor, Managing Director

New York, NY


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



  • University of Michigan, BA in Sociology

We look forward to learning about your financial goals.