Brighton Jones LLC

Brighton Jones LLC (CRD# 108601) is a financial advisory firm headquartered in Seattle, WA. They manage $3,296,432,169 in 1,132 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,296
    MILLION
  • Total Number of Accounts
    1,132
    ACCOUNTS
  • Average Account Value
    $2,912,043
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, FL, IL, LA, MA, MD, MN, NC, NH, NJ, NM, NY, OR, PA, TX, UT, VA, WA

Financial Advisors at Brighton Jones LLC
Showing 1 - 10 of 44 top financial advisors.
1
Matt Mormino
CRD#: 5962359
2030 1st Avenue, 3rd Floor, Seattle, WA 98121
105
Wealthminder
score

Matt Mormino, CFP® (CRD# 5962359) is the Director of Financial Wellness at Brighton Jones.  At Brighton Jones, a deeply personal, individualized approach is at the heart of everything we do. We work hard to understand what’s most important to you – both personally and professionally – then use our expertise to help you achieve it. 

 

We focus on building partnerships that thrive on transparency, accountability, and collaboration. Whatever circumstances currently define your life – a pending marriage, a new baby, an employment opportunity, goals for retirement – you’ll work with a dedicated team committed to advancing your financial well-being.

 

Aligned behind a common purpose, we’ll develop a set of strategies and actions that are specific to you. Throughout the process, we remain mindful of how individual decisions in one area of your finances impact your long-term vision. Our process is designed to help you live your own richer life.

2
Timothy M. Amen
CRD#: 5131773
7033 E. Greenway Parkway, Suite 205, Scottsdale, AZ 85254
101
Wealthminder
score

Timothy Amen (CRD# 5131773) is an Investment Advisor Representative working at Brighton Jones LLC in Scottsdale, AZ and has over 10 years of experience in the finance industry. Timothy Amen 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.

3
Michael J. Battaglia
CRD#: 2963466
1521 Westbranch Dr, Suite 410, Mclean, VA 22102
96
Wealthminder
score

Michael Battaglia (CRD# 2963466) is an Investment Advisor Representative working at Brighton Jones LLC in Mclean, VA and has over 16 years of experience in the finance industry. Michael Battaglia 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.

4
Mark A. Bernazzani
CRD#: 5566001
2030 1st Avenue, 3rd Floor, Seattle, WA 98121
96
Wealthminder
score

Mark Bernazzani (CRD# 5566001) is an Investment Advisor Representative working at Brighton Jones LLC in Seattle, WA and has over 7 years of experience in the finance industry. Mark Bernazzani 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.

5
Charles E. Brighton
CRD#: 2107288
2030 1st Ave, 3rd Floor, Seattle, WA 98121
96
Wealthminder
score

Charles Brighton (CRD# 2107288) is an Investment Advisor Representative working at Brighton Jones LLC in Seattle, WA and has over 26 years of experience in the finance industry. Charles Brighton 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.

6
Brett H. Carolan
CRD#: 2751210
2030 1st Avenue, 3rd Floor, Seattle, WA 98121
96
Wealthminder
score

Brett Carolan (CRD# 2751210) is an Investment Advisor Representative working at Brighton Jones LLC in Seattle, WA and has over 20 years of experience in the finance industry. Brett Carolan 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.

7
Clint M. Christensen
CRD#: 4122463
242 California St, San Francisco, CA 94111
96
Wealthminder
score

Clint Christensen (CRD# 4122463) is an Investment Advisor Representative working at Brighton Jones LLC in San Francisco, CA and has over 16 years of experience in the finance industry. Clint Christensen 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.

8
Kristie A. Garrett
CRD#: 4060615
2030 1st Avenue, 3rd Floor, Seattle, WA 98121
96
Wealthminder
score

Kristie Garrett (CRD# 4060615) is an Investment Advisor Representative working at Brighton Jones LLC in Seattle, WA and has over 15 years of experience in the finance industry. Kristie Garrett 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.

9
David H. Lamp
CRD#: 4772169
2030 1st Avenue, 3rd Floor, Seattle, WA 98121
96
Wealthminder
score

David Lamp (CRD# 4772169) is an Investment Advisor Representative working at Brighton Jones LLC in Seattle, WA and has over 12 years of experience in the finance industry. David Lamp 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.

10
Kory B. Leadon
CRD#: 4196067
7033 E Greenway Pkwy, Ste 205, Scottsdale, AZ 85254
96
Wealthminder
score

Kory Leadon (CRD# 4196067) is an Investment Advisor Representative working at Brighton Jones LLC in Scottsdale, AZ and has over 16 years of experience in the finance industry. Kory Leadon 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.

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