Brighton Jones | Company Profile - Revenue, Headcount, Tech Stack, Contacts
Contact Information
Industry & Market
Company Metrics
Funding Information
Headcount Distribution
By Department
Department Breakdown
Technology Stack
Other
Keywords & Focus Areas
Brighton Jones
Overview
Brighton Jones is a fee-only wealth management firm based in Seattle, Washington, founded in December 1999. Co-founders Charles Brighton and Jon Jones actively manage the firm, with Jon Jones serving as CEO and Charles Brighton as managing director. The firm specializes in comprehensive wealth management services for high-net-worth individuals and families, offering a Personal Chief Financial Officer (PCFO) service that includes financial planning, discretionary investment management, and ongoing monitoring of clients' financial situations.
Operating under business names including OpenPlan and Lenora Capital, the firm provides specialized services in individual financial planning, retirement advisory, and private investments. With an emphasis on a fiduciary approach, Brighton Jones commits to acting in the best interests of its clients. The advisory team holds diverse professional credentials in areas such as estate, retirement, and tax planning. The firm has earned notable industry recognition, including rankings as a top financial advisor in Seattle and Washington state.
Basic Information
| Industry | Financial services |
|---|---|
| Founded | 1999 |
| Revenue | 47M |
| Headquarters | 2030 1st Avenue, 3rd Floor, Seattle, WA 98121, United States |
| Languages | English |
| Alexa Ranking | 361879 |
Contact Details
- Phone: +1 206-258-5000
- Website: brightonjones.com
- LinkedIn: linkedin.com/company/brighton-jones
Key Focus Areas & Initiatives
- Investments
- Tax strategies & compliance
- Trusts
- Estates
- Philanthropy
- Risk management
- Financial planning
- Retirement plan services
- Estate management
- Private investments
- Wealth planning
- Client-centered approach
- Real estate investments
- Charitable giving
- Gender pay gap negotiation
- Investment management
- Financial education
- Financial advisory
- Tax strategies
- Tax advisory
- Real estate investment
- Fiduciary standard
- Holistic financial planning
- B Corp certification
- Racial injustice initiatives
- Wealth management
- Financial goals
- Founder tax strategies
- Family mediation estate disputes
- Customized portfolios
- Estate planning
- Community engagement
- Charitable strategies
- Behavioral finance
- Tax optimization
- Liquidity event planning
- Tax mitigation
- Social impact
- Private equity
- Nike RSU tax implications
- SpaceX stock sales
- Other financial investment activities
- B2C
- Tax planning
- Personal CFO
- Investment advisory
- Fiduciary duty
- Women's financial empowerment
- Retirement planning
- Financial consulting
- Consulting
- Management consulting
- Law practice
- Legal services
- Nonprofit organization management
Technologies Used
- DNS Made Easy
- Marketo
- Microsoft Office 365
- Mimecast
- Remote
- Salesforce
- WP Engine
Community
