Denton Marcus Jones

$3.52B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
GWM HAS EXECUTED A PORTFOLIO MANAGER LICENSING AGREEMENT WITH INTERACTIVE ADVISORS WHICH IS AFFILIATED WITH INTERACTIBE BROKERS

From the firm’s Form ADV. Read the guides:

45 East Putnam Avenue Suite 128, Greenwich, CT 06830 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-12-02
CT	RA	APPROVED	2025-08-01

Branch Locations

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

Organization	City	State	From	To
Bridgewater Associates	Westport	CT	08/2014	07/2018
Advanced Research Investment Solutions (Aris)	Los Angeles	CA	01/2019	06/2019
Goldman Sachs	Norwalk	CT	03/2020	10/2021
Counterbalance Growth Strategies Llc	Greenwich	CT	10/2021	07/2025
Unemployed	N/A	CT	07/2019	12/2019
Unemployed	N/A	CT	08/2018	12/2018
Greenwich Wealth Management Llc	Greenwich	CT	08/2025	Present

08/2014 → 07/2018

Bridgewater Associates

Westport, CT
01/2019 → 06/2019

Advanced Research Investment Solutions (Aris)

Los Angeles, CA
03/2020 → 10/2021

Goldman Sachs

Norwalk, CT
10/2021 → 07/2025

Counterbalance Growth Strategies Llc

Greenwich, CT
07/2019 → 12/2019

Unemployed

N/A, CT
08/2018 → 12/2018

Unemployed

N/A, CT
08/2025 → Present

Greenwich Wealth Management Llc

Greenwich, CT

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-02-24

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