Brighton Jones
The Advisor role at Brighton Jones involves managing client service teams and providing analytical, operational, and administrative support for client acquisition, implementation, and retention. This position requires collaborating with Lead Advisors to strategize client communications, review portfolios, and prepare comprehensive financial planning deliverables. The role focuses on driving client objectives through investment management, estate planning, and tax planning while mentoring team members and maintaining wealth management scorecards.
Headquarters
Seattle, Washington, United States
Company Size
201-500 employees
Founded
1999
Brighton Jones is a wealth management and financial planning firm that provides fiduciary advice and integrated financial services to individuals, families, entrepreneurs, and foundations. They combine investment management with tax-aware planning, estate and retirement strategies, and family-office-style coordination delivered by a multidisciplinary team and financial coaches. The firm emphasizes long-term, personalized planning, transparency, and technology-enabled service to help clients navigate complex financial lives.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Brighton Jones.
24% below the average for this role
Brighton Jones creates wealth management wins with insights from PitchBook
Dec 22, 2025