RJ
RJ

Rodney Jones

3 Years of Experience
New York, NY

Rodney Jones is a registered investment advisor at Gst Management, LLC, based in New York, NY, with 3 years of industry experience. Rodney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $61M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
1 client
Average Client Portfolio
$60.9M average
Assets Under Management
$60.9M

Fee Structure

Minimum Investment:$25M
Investment management only (planning not offered)

GST Management provides model portfolios to institutional investors. Fees are generally greater than 1% of assets under management. The specific fee information is available in the prospectus for registered investment companies that GST Management sub-advises.

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Location

New York, NY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Gst Management, LLC
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
Gst Management, LLC
November 2021 - December 2022 · 1 yr 1 mo
State Registrations1 state
NY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.