Brighton Financial Planning
Brighton Financial Planning (CRD# 153112) is a financial advisory firm headquartered in Clinton, NJ. They manage $69,695,182 in 224 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management70MILLION
Total Number of Accounts224ACCOUNTS
Average Account Value$311,139
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, NJ, PA
John P. Middleton, CFA, CAIA, AIF® joined Brighton Financial Planning in August 2008 and assumed ownership in February 2010. Prior to Brighton, John spent 7 years with the Invesco Quantitative Strategies Group as a Senior Director & Client Portfolio Manager. While with IQS, John was responsible for over 50 clients worldwide with approximately $2.5 billion in assets under management. At IQS, John was responsible for administrative portfolio management duties, portfolio attribution and on-going client reporting for all IQS strategies in which his clients were invested. Additionally, John was responsible for finals presentations for all IQS strategies, winning more than 20 finals totaling nearly $1 billion in new assets for IQS. Finally, John was a frequent speaker at conferences, including to the United States Securities and Exchange Commission, on alternative strategies.
Prior to Invesco, John was as an Officer & SVP at Mutual of America Capital Management. While with MOACM, John was responsible for initiating sales and marketing efforts within the institutional plan sponsor community and pension plan consultants for the MOACM stable of investment strategies including Active Core Fixed Income and active and passive U.S. equity strategies.
Prior to Mutual of America, John held several positions with Raymond James & Associates, Inc. and RJA subsidiaries. These positions included Director of Marketing & Client Service for Awad Asset Management, Regional Vice President for Heritage Asset Management, Inc., Director of Corporate New Business Development for the RJA Investment Banking Group and Marketing Associate with the Partnership Investment Banking Group. John’s responsibilities across these positions included marketing partnerships to Financial Advisors, marketing investment banking services to venture capital and professional services firms, screening potential investment banking candidates, marketing mutual funds to Financial Advisors, marketing and client service for a $1 billion small cap manager and managing a small cap growth portfolio.
John graduated from Rutgers University, where he received a B.A. in Political Science in 1988, and from the University of Tampa, where he earned an M.B.A in Finance in 1993. John is a Chartered Financial Analyst (CFA), a Chartered Alternative Investment Analyst (CAIA), an Accredited Investment Fiduciary (AIF®), and is a member of the CFA Institute, the New York Society of Security Analysts and the CAIA Association.
James Chesterton (CRD# 1209806) is an Investment Advisor Representative working at Brighton Financial Planning in Clinton, NJ and has over 34 years of experience in the finance industry. James Chesterton 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.