Luke Ming (CRD# 7064550) is an Investment Advisor Representative working at Brighton Jones LLC in Seattle, WA and has over 2 years of experience in the finance industry. Luke Ming has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6567402
Freestone Capital Management, LLC
CRD# 6013099
Edward Jones
CRD# 5998980
Usi Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brighton Jones | Denver, CO | Dec 2021 - Current | 2 |
| Empower | Greenwood Village, CO | Jan 2021 - Nov 2021 | < 1 |
| Student | Manhattan, KS | Nov 2020 - Jan 2021 | < 1 |
| Team Hewins | Redwood City, CA | Jun 2020 - Nov 2020 | < 1 |
| Student | Manhattan, KS | Mar 2020 - Jun 2020 | < 1 |
| Kansas State University | Manhattan, KS | Jan 2020 - Mar 2020 | < 1 |
| Student | Manhattan, KS | Aug 2019 - Jan 2020 | < 1 |
| Resources Investment Advisers | Overland Park, KS | Jun 2019 - Aug 2019 | < 1 |
| Student | Manhattan, KS | Aug 2016 - Jun 2019 | 2 |
| Student | Bakersfield, CA | Aug 2013 - Aug 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- CO
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Total Assets Under Management12,488MILLIONS
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Total Number of Accounts2,978ACCOUNTS
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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
AK, AZ, CA, CO, CT, DC, FL, GA, ID, IL, LA, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI
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