Brighton Jones is a nationally-recognized Registered Investment Advisor. Brighton Jones fills the role of their clients' Personal CFO, advising them on all aspects of their financial picture. The firm's expertise includes investments, insurance, estate and tax planning, philanthropic strategy, and retirement, to name a few.

Investment Management

Brighton Jones

Brighton Jones' headquarters in Seattle, WA, United States

Jon Jones

Tang Saichua

Brian Tall

Jaclyn Sherry

Tama Smith

Tim Ramza

John Dougherty

Mark R Jones

Scott Leber

April Kyrkos

The Operations Team at Brighton Jones ensures seamless integration and execution of internal processes across the organization. They support financial advising services by managing investment operations, overseeing business growth and development, coordinating recruitment, enhancing office experiences, and optimizing administrative functions to maintain high standards of efficiency and client satisfaction.

Operations Team

The Client Services and Advisory team at Brighton Jones coordinates comprehensive financial planning and personalized advisory services for clients. This dedicated team addresses various aspects of financial well-being, including investment management, tax strategies, estate planning, and retirement planning, ensuring clients achieve their financial goals. They also provide support and communication to maintain and optimize client relationships.

Client Services and Advisory

The Leadership Team at Brighton Jones is responsible for setting the strategic direction and ensuring the operational effectiveness of the firm. This team, composed of senior executives across various departments, collaborates to guide the company's growth, innovation, and client service excellence. Their key duties include making high-level decisions, steering technological advancements, managing financial performance, enhancing client relations, and fostering a strong company culture.

Leadership Team

The Tax Team at Brighton Jones is responsible for providing comprehensive tax planning and compliance services to clients, ensuring they maximize tax efficiency and adhere to all regulatory requirements. They collaborate with other financial advisors to integrate tax strategies into the broader financial plans, addressing areas such as income tax, estate tax, charitable giving, and retirement planning.

Tax Team

The Marketing Team at Brighton Jones leverages strategic planning and creative execution to enhance the company's brand visibility and client engagement. They develop and manage comprehensive marketing campaigns, oversee digital and traditional marketing efforts, analyze market trends, and optimize marketing resources to attract and retain clients. Through collaboration, they ensure cohesive branding and effectively communicate Brighton Jones' value proposition and range of financial advisory services.

Marketing Team

The Finance and Analysis Team at Brighton Jones is responsible for providing in-depth financial planning and analytical support to optimize client investment strategies. This includes evaluating financial data, managing budgets, forecasting financial performance, and ensuring regulatory compliance to help clients achieve their long-term financial goals.

Brighton Jones

Org chart

Teams

Operations Team

Client Services and Advisory

Leadership Team

Tax Team

Marketing Team

Finance and Analysis Team

Offices

Brighton Jones

Org chart

Teams

Operations Team

Client Services and Advisory

Leadership Team

Tax Team

Marketing Team

Finance and Analysis Team

Offices

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