Advisors at this firm
Jane A
Series 65
Mc Lean, VA
Brighton Jones LLC
Jane Anderson is a financial advisor at Brighton Jones LLC with a Series 65 designation and two years of industry experience. Her prior roles include positions at Marathon Wealth Management, Canlis, and involvement with Boston College's Economics Department and Alumni Center. She has also engaged with nonprofit and entrepreneurial ventures such as Outdoors For All and Boba Up. Brighton Jones advises high-net-worth and ultra-high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans. The firm offers comprehensive wealth-management services with a Personal CFO model and family office offerings that include investment management, tax preparation, estate planning, and private-investment opportunities through its subsidiary Lenora Capital.
Cole B
Series 66
Seattle, WA
Brighton Jones LLC
Cole Bender is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 66 designation with three years of industry experience. Prior to joining Brighton Jones, he worked at Fidelity Investments. Brighton Jones advises individuals, charitable organizations, pooled investment vehicles, and retirement plans, offering comprehensive wealth management services including financial planning, investment management, family office services, and estate-planning support. The firm employs a Personal CFO model and provides access to private-investment opportunities through its subsidiary Lenora Capital.
Samuel M
CFP®, Series 65
Mc Lean, VA
Brighton Jones LLC
Samuel Murphy is a CFP® and Series 65-registered advisor at Brighton Jones LLC with three years of industry experience. Prior to joining Brighton Jones in 2021, he worked at Markel Corporation and CSC Leasing Company. Brighton Jones serves high-net-worth and ultra-high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, offering comprehensive wealth management services including financial planning, investment management, family office support, and private-investment opportunities through its subsidiary Lenora Capital. The firm employs a Personal CFO model and provides a range of investment options alongside family-office administrative services and affiliated legal support.
Elise P
Series 66
Denver, CO
Brighton Jones LLC
Elise Paz is a financial advisor at Brighton Jones LLC in Denver, CO, holding a Series 66 designation with two years of industry experience. She previously worked at Charles Schwab and has a background that includes roles outside of finance. In addition to her advisory work, she sells pottery on Etsy. Brighton Jones serves high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, providing comprehensive wealth management through a Personal CFO model and family office services. The firm offers a range of investment options and integrates private-investment opportunities via its subsidiary Lenora Capital.
Haley D
Series 65
Seattle, WA
Brighton Jones LLC
Haley Droppelman is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with one year of industry experience. Prior to joining Brighton Jones, Haley worked at Fall City Floating and held various roles including at Central Washington University and the YMCA. Brighton Jones advises high-net-worth individuals, charitable organizations, and retirement plans, providing comprehensive wealth-management services through a Personal CFO model and family office offerings that include investment management, financial planning, and private investment opportunities.
Nicholas P
CFP®, CFA®
Seattle, WA
Brighton Jones LLC
Nicholas Pursley is a CFP® and CFA® with six years of industry experience, currently serving as a financial advisor at Brighton Jones LLC since 2018. Prior to joining Brighton Jones, he worked at Verus from 2016 to 2018. Brighton Jones advises high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, providing comprehensive wealth management including financial planning, investment management, family office services, and estate-planning support. The firm employs a Personal CFO model and offers private investment opportunities through its subsidiary Lenora Capital.
Kory L
CFP®, Series 66
Scottsdale, AZ
Brighton Jones LLC
Kory Leadon is a CFP® and holds a Series 66 license with 16 years of experience in the financial advisory industry. He has been with Brighton Jones LLC since 2004, including its predecessor entity, and is currently based in Scottsdale, AZ. Brighton Jones LLC provides comprehensive wealth-management services to high-net-worth and ultra-high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans. The firm utilizes a Personal CFO model and family office services, offering a broad range of investment options and private-investment opportunities through its subsidiary Lenora Capital.
Marieteo P
CFP®, Series 65
Brooklyn, NY
Brighton Jones LLC
Marieteo Padiong is a CFP® with five years of industry experience, currently serving as a financial advisor at Brighton Jones LLC since 2020. His prior roles include positions at Utah Valley University and Accuvest Global Advisors. Brighton Jones LLC provides comprehensive wealth-management services to individuals, charitable organizations, pooled investment vehicles, and retirement plans, using a Personal CFO model and offering family-office services through its subsidiary Lenora Capital.
Laura K
CFP®, Series 65
Dallas, TX
Brighton Jones LLC
Laura Kimball is a CFP® and holds a Series 65 license with seven years of industry experience. She has worked with Brighton Jones LLC since 2022 and previously held roles at Facet Wealth, Aspire Planning Associates, Kimball Financial Services, United Capital, and Capital One. Brighton Jones LLC provides comprehensive wealth-management services to individuals, charitable organizations, pooled investment vehicles, and retirement plans. The firm employs a Personal CFO model and offers family office services, discretionary investment management, and private-investment opportunities through its subsidiary Lenora Capital.
Ryan B
Series 65
Seattle, WA
Brighton Jones LLC
Ryan Bridge is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Chapman University and The Neiders Company. Brighton Jones serves individuals, charitable organizations, pooled investment vehicles, and retirement plans, offering comprehensive wealth-management services through a Personal CFO model and family office solutions. The firm provides a range of investment options and integrates financial planning, tax preparation, and estate-planning support, with additional private-investment opportunities available through its subsidiary Lenora Capital.
Emily W
CFP®, Series 65
Seattle, WA
Brighton Jones LLC
Emily Wood is a CFP® and holds a Series 65 license with seven years of industry experience. She has been with Brighton Jones LLC since 2017 and previously worked at the University of Puget Sound and in the public school system. Brighton Jones LLC provides comprehensive wealth-management services to individuals, charitable organizations, pooled investment vehicles, and retirement plans. The firm employs a Personal CFO model and offers family office services, discretionary investment management, and private-investment opportunities through its subsidiary Lenora Capital.
Renee M
CFP®, Series 66
Dallas, TX
Brighton Jones LLC
Renee Marinez is a CFP® professional with seven years of industry experience. She currently works at Lifeworks Advisors, LLC and previously held roles at Brighton Jones, Vincere Wealth Management, and Merrill Lynch. Outside of finance, she has experience working with the Cleveland Indians organization and in the retail sector. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm integrates tax and accounting capabilities within its corporate group and employs a planning-based tranche approach combined with factor-based equity strategies and third-party managers.
Kyle R
CFP®, Series 63, Series 65
Scottsdale, AZ
Brighton Jones LLC
Kyle Rice is a CFP® with four years of industry experience, currently serving as a financial advisor at Brighton Jones LLC. His prior roles include positions at Northern Lights Distributors, Redwood Investment Management, Sonora Investment Management, and Edward Jones. Outside of his advisory work, he has experience at the University of Arizona Eller College of Management and in the car wash industry. Brighton Jones advises high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, offering comprehensive wealth management services including financial planning, investment management, family office services, tax preparation, and estate-planning support. The firm employs a Personal CFO model and provides private-investment opportunities through its subsidiary Lenora Capital.
Yaxin Z
Series 65
Seattle, WA
Brighton Jones LLC
Yaxin Zhai is a financial advisor at Brighton Jones LLC with one year of industry experience. Prior to joining Brighton Jones, Zhai worked at Fred Hutchison Cancer Center and held positions at Beacon Communities LLC, the University of Pittsburgh, CP Development, and Arcadia University. Brighton Jones advises high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, offering comprehensive wealth management services including financial planning, investment management, family office services, and estate-planning support. The firm employs a Personal CFO model and provides private-investment opportunities through its subsidiary Lenora Capital.
Cole K
Series 65
Seattle, WA
Brighton Jones LLC
Cole Kenney is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with less than one year of industry experience. Prior to joining Brighton Jones, Kenney’s background includes roles in education and various organizations such as Central Washington University and the Columbia Basin Racquet Club. Brighton Jones advises high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, offering comprehensive wealth-management services that include financial planning, investment management, family office services, and estate-planning support. The firm’s approach centers on a Personal CFO model and a family office offering, with investment options spanning mutual funds, ETFs, individual securities, private funds, and more.