Melanie Jones, CDFA®

Investment Advisor, Managing Director

Los Angeles, CA

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Designations

  • Certified Divorce Financial Analyst®*

 

Work Experience

  • Joined MAI Capital Management in 2025
  • Serves as Managing Director, providing holistic wealth management and strategic guidance to individuals, families, and entrepreneurs
  • Delivers comprehensive advice across investment strategy, financial planning, and multi-generational wealth preservation
  • Known for a data-driven and personalized approach to helping clients navigate complex financial decisions and market cycles
  • Passionate about empowering women to take an active role in their financial futures
  • Helped launch Evoke Advisors in 2019
  • Served as Director at First Republic Bank as part of the Luminous Capital team, starting in 2015
  • Began her career at Bank of America, completing the firm’s Leadership Development Training Program in San Francisco

 

Life Outside of MAI 

  • Financial Literacy Volunteer with the Jewish Free Loan Association
  • Co-Mentor for the Entrepreneurial Leadership Development Program (ELDP) at UCLA Anderson School of Management
  • Member of Chief, a professional network for women executives

 

Education

  • University of California, Santa Barbara, BA
  • UCLA Anderson School of Business, MBA

 

*The Institute for Divorce Financial Analysts (IDFA®) is the certifying organization for financial professionals with expertise in divorce-related financial analysis.

We look forward to learning about your financial goals.

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