Konner Deleon (CRD# 7587960) is an Investment Advisor Representative working at Brighton Jones LLC in Seattle, WA and has 1 year of experience in the finance industry.
CRD# 872944
Abraham & Company, Inc.
CRD# 6013099
Edward Jones
CRD# 5998980
Usi Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brighton Jones | Seattle, WA | Jun 2022 - Current | 1 |
| University Of Idaho | Moscow, ID | Aug 2021 - Jun 2022 | < 1 |
| Deleon Insurance & Financial Services, LLC | Kennewick, WA | May 2021 - Aug 2021 | < 1 |
| University Of Idaho | Moscow, ID | Aug 2020 - May 2021 | < 1 |
| Evergreen Agriculture Services | Kennewick, WA | Apr 2020 - Aug 2020 | < 1 |
| University Of Idhao | Moscow, ID | Aug 2018 - Apr 2020 | 1 |
| Deleon Insurance & Financial Services, LLC | Kennewick, WA | May 2018 - Aug 2018 | < 1 |
| Kamiakin High School | Kennewick, WA | Sep 2015 - May 2018 | 2 |
| Coeur D' Alene High School | Coeur D' Alene, ID | Sep 2014 - Sep 2015 | 1 |
| Canfield Middle School | Coeur D' Alene, ID | Sep 2011 - Sep 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
- WA
-
Total Assets Under Management12,488MILLIONS
-
Total Number of Accounts2,978ACCOUNTS
-
Average Account Value$4,193,535
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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