Gareth Huw Jones

Current Employers

Employment History

• 01/2014 → 01/2019
  Devere Usa Inc.
  New York, NY
• 01/2019 → 01/2024
  Brite Advisors Usa, Inc.
  New York, NY
• 01/2024 → Present
  Rosefinch Investment Advisors, Inc
  New York, NY
• 03/2026 → Present
  Beacon Global Advisor Network, Llc
  Atlanta, GA

Previous Registrations

• 2016-02-03 → 2024-04-08
  Brite Advisors Usa, Inc.
  New York, NY
  Miami, FL
  Miami, FL
  New York, NY
  New York, NY

Other Businesses

Gareth Huw Jones is affiliated with Rosefinch Risk Management, LLC, an entity that offers insurance products and services. Mr. Jones has an indirect ownership interest in this entity. In this capacity, Mr. Jones may receive commissions and/or other economic benefits, including indirect revenue derived from insurance-related activities. Mr. Jones spends approximately 10 hours per month on this activity. Gareth Huw Jones is a Director of Silverwater Services Limited, an entity affiliated with Rosefinch Investment Advisors, Inc. This entity provides administrative and operational support services and does not offer investment advisory services. Mr. Jones receives a salary from this entity as a shareholder. His time spent on this activity is variable and dependent upon the level of support required. Gareth Huw Jones is the owner and Director of ModelBridge, Inc., a pre-revenue entity that is being developed to provide model investment portfolios. Mr. Jones is responsible for the development and implementation of these models. The models are expected to be offered through Beacon Global Advisor Network, LLC ("BGAN") in accordance with applicable regulatory requirements. Mr. Jones does not currently receive compensation from ModelBridge, Inc. Mr. Jones spends approximately 10 hours per month on this activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-01-19