Jeffrey Scott Dore
Investment Adviser Representative at MAI Capital Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jeffrey Scott Dore is an investment adviser representative in Los Angeles, CA, currently registered with MAI Capital Management, LLC and Evoke Advisors. They have worked in the securities industry since 2003 and have been registered with 5 firms, including First Republic Investment Management, Inc. and Luminous Capital, LLC. They have passed 6 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in California and Colorado.
Office
Advisors at this office: 35
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Colorado
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- First Republic Securities Company, LLCJan 2013 – Apr 2017Los Angeles, CA
- First Republic Securities Company, LLCApr 2017 – May 2019Los Angeles, CA
- First Republic Investment Management, Inc.Apr 2017 – May 2019Los Angeles, CA
- Evoke Wealth, LLCMay 2019 – no end date reportedLos Angeles, CA
- MAI Capital Management, LLCJan 2026 – no end date reportedCleveland, OH
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About MAI Capital Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Performance-based fees
- Other
- Firm account minimum
- $500,000 (waivable)
- Estimated blended rate
- 0.01
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 298
- Offices listed on AdvisorFinder:
- 27
- Main office:
- Cleveland, OH
- SEC file number:
- 801-58104
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of October 1, 2026
View full firm profileOther advisors at MAI Capital Management, LLC
Showing 12 of 298 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeffrey Scott Dore has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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