Matt Mormino, financial advisor Bend OR

Matt Mormino

CRD Number: 5962359
Current Firm: Brighton Jones LLC
Compensation Model: Fee Only

Matt Mormino, CFP® (CRD# 5962359) is a Lead Advisor 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.

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Professional Designations
Company Name Location Dates Years
Brighton Jones, LLC Seattle, WA Mar 2008 - Current 16

Matt Mormino has no recent exams reported.
Contact Info for Matt Mormino
By the Numbers
  • Total Assets Under Management
    12,488
    MILLIONS
  • Total Number of Accounts
    2,978
    ACCOUNTS
  • Average Account Value
    $4,193,535
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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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BADGES
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Data verified by both the advisor and the public regulatory data.

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