There have been recent incidents of individuals and groups falsely claiming to be associated with Belvedere on social media platforms. These imposters have engaged in a variety of unauthorized conduct, including soliciting customers to carry out trading activities with them, impersonating Belvedere using the genuine names of Belvedere senior executives or employees to offer investment opportunities, claiming to offer investment training courses that are supposedly provided by Belvedere or claiming that Belvedere is backing certain initial coin offerings or is otherwise engaged in crypto related trading activity. There have also been fake websites and mobile applications that claim to be Belvedere (or associated with Belvedere) when in fact they are not. These are scams and not authorized by Belvedere in any way.

Please be aware that Belvedere does not engage in any investment activities, provide training or financial services, or conduct other regulated activities through social media platforms or messaging apps. Similarly, Belvedere, its executives and employees do not contact prospects, clients or members of the public via social media platforms or messaging apps such as WhatsApp, Discord and Telegram to offer investment opportunities. Belvedere does not offer direct investments in cryptocurrencies or other digital assets, it does not provide a trading platform to members of the public, it does not have a mobile app, and it does not offer investment training courses to the public.

Belvedere and its partners, employees, directors, officers, advisors, successors, and agents are not responsible for any conduct by unauthorized parties and channels, nor are they responsible for the services or information provided by such unauthorized parties and channels. If you have any questions or wish to ascertain whether you are communicating with an authorized representative of Belvedere, please contact us at https://belvedereadvisorsllc.com/Contact-Us. If you believe that you or someone you know has been a victim of fraud, please report the matter to your local law enforcement or other relevant authorities. For India residents, you may lodge a report at the national cybercrime reporting portal (https://cybercrime.gov.in).

Bradley Jones

Principal

16 years of experience

14 years at Belvedere

A.B., Harvard University

Brad is a Principal at Belvedere Capital Management, where he is the Head of Broker-Dealer Distribution for U.S. Wealth. In this role, Brad leads Belvedere’s engagement with wirehouses, large national independent broker-dealers and private banks. Previously, Brad was the Head of Belvedere’s Retirement and Sub-Advisory businesses. He led Belvedere’s efforts to design and deliver retirement solutions to defined contribution plans in the U.S. and worked with large retirement and retail mutual fund platforms to offer Belvedere’s investment strategies in a sub-advised structure. Prior to joining Belvedere, he was a member of the Portfolio Consulting Group of Barclays Wealth. Brad earned an A.B. in economics from Harvard University.

> Back to Leadership