This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-03-2000
- Office Locations
- 26
Office Locations
About Brighton Jones LLC
Brighton Jones is a Seattle-based RIA serving individuals and families with holistic wealth management, pairing comprehensive financial planning with customized portfolio management. The firm emphasizes evidence-based investing grounded in Nobel Prize-winning traditional and behavioral finance research, and publishes regular investment updates and planning guidance. Custody is supported through Fidelity/NFS.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHARLES EDWIN BRIGHTON
Managing Director
- CRD
- #2107288
- Ownership
- 25% but less than 50%
JON DAVID JONES
Advisor, Chief Executive Officer
- CRD
- #4366186
- Ownership
- 25% but less than 50%
Showing 2 of 12 owners & executives
Unlock allContacts
TIMOTHY MCINTYRE AMEN
Advisor
- CRD
- #5131773
DAVID LEE AMIOT
Advisor
- CRD
- #6221915
Showing 2 of 163 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,759,714,799 | $4,932,873 |
| Non-Discretionary | $120,004,749 | $24,000,950 |
| Total | $18,879,719,548 | $4,957,910 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing