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).
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Total Assets Under Management3,296MILLION
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Total Number of Accounts1,132ACCOUNTS
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Average Account Value$2,912,043
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, CO, CT, DC, FL, IL, LA, MA, MD, MN, NC, NH, NJ, NM, NY, OR, PA, TX, UT, VA, WA
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.
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.
Clint Christensen (CRD# 4122463) is an Investment Advisor Representative working at Brighton Jones LLC in San Francisco, CA and has over 17 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.
Michael Battaglia (CRD# 2963466) is an Investment Advisor Representative working at Brighton Jones LLC in Mclean, VA and has over 17 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.
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.
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.
Brett Carolan (CRD# 2751210) is an Investment Advisor Representative working at Brighton Jones LLC in Seattle, WA and has over 21 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.
Kristie Garrett (CRD# 4060615) is an Investment Advisor Representative working at Brighton Jones LLC in Seattle, WA and has over 16 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.
David Lamp (CRD# 4772169) is an Investment Advisor Representative working at Brighton Jones LLC in Seattle, WA and has over 13 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.
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.