Firm
- - - Our Firm
- - - We are partners and fiduciaries on a mission to shape the future of advice to help make a significant and positive impact on the lives and well-being of our clients.
  - - About MAI
    - Advantage and Values
    - Awards and Rankings
    - History
    - Community
Services
- - - Our Services
- - - Individuals and Families
    - Wealth Management
    - Family Office
  - - Advisors and Institutions
    - MAI Invest
    - MAI Funds
    - Athletes and Entertainers
    - MAI Sports and Entertainment
  - - Employees and Employers
    - MAI Retirement
Team
- - - Our Team
- - - We are a story of authenticity, diversity, purpose, and values driven by an in-house team that blends the entrepreneurial spirit of a boutique firm with the comprehensive resources of an established leader.
  - - Our Offices
    - Firm Leadership
Resources
Contact Us

JD Loden

Senior Wealth Advisor, Managing Director

Irvine, CA

Work Experience

Joined MAI in 2022 in the Wealth Management division
Was the Owner/President of JD Loden Wealth Management, LLC, since 1998
Has over 30 years of experience helping high net worth individuals and families define and meet their goals and objectives

Life Outside of MAI

Former Board Member of the Alzheimer’s Support Network and has presented numerous Long-Term Care educational Seminars throughout Southwest Florida called “What You Should Know About Long-Term Care”
Served as a Board Member for the Naples chapter of Big Brothers and Big Sisters and was a Trustee for the Shelter for Abused Women and Children
Community service included a term on the Community Advisory Board for the City of Naples
Lives in Southwest Florida with his wife, Dina, and their two daughters and enjoys boating, fishing, and golfing

Education