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Brian David Jones

Windmill Capital Adviser

Menlo Park, CA

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Current Employers
Windmill Capital Adviser

825 Oak Grove Avenue Suite A206, Menlo Park, CA 94025 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-17
  • CA RA
    APPROVED
    Since 2025-04-17

Branch Locations

825 Oak Grove Avenue Suite A206, Menlo Park, CA 94025 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Windmill Capital Management, Llc Menlo Park CA 02/2016 Present
Windmill Capital Adviser Llc Menlo Park CA 01/2020 Present
Activeallocator Group Llc Jersey City NJ 06/2017 12/2022
  • 02/2016 → Present
    Windmill Capital Management, Llc
    Menlo Park, CA
  • 01/2020 → Present
    Windmill Capital Adviser Llc
    Menlo Park, CA
  • 06/2017 → 12/2022
    Activeallocator Group Llc
    Jersey City, NJ
Other Businesses

TRUSTEE OF THE KEITH AND DENISE JONES FAMILY TRUST PRESIDENT OF WINDMILL CAPITAL MANAGEMENT, LLC PARTNER OF ACTIVEALLOCATOR GROUP LLC

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-03-10
S63 Uniform Securities Agent State Law Examination 2009-01-20
  • S65 Uniform Investment Adviser Law Examination
    2020-03-10
  • S63 Uniform Securities Agent State Law Examination
    2009-01-20

View on SEC IAPD

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MAKENA CAPITAL MANAGEMENT, LLC · MENLO PARK, CA
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