Some of our Seattle teammates started the week off with a hike up Tiger Mountain to Poo Poo Point after their Monday work day! Can you think of a better way to kick off your work week? ⛰️ 😍 Big shout out to our Physical Wellbeing Committee for organizing fantastic opportunities to get outside with our colleagues! Emily Wood, CFP®, J Crosby, Scott Moser, CFP®, Madison Clark, Matt Woywod, Andres Rivera-Uribe, Brianna Thompson, Evani L.
Brighton Jones
Financial Services
Seattle, WA 6,293 followers
We are a team that helps our clients, colleagues, and the global community live richer lives.
About us
Whether you want to save for the future or celebrate today, give back to the community or explore the globe, your values are every bit as unique as your fingerprints. The challenge is aligning your time and resources to those values, so you can go after the things you truly care about. For us, protecting and growing your wealth is a foundational part of that journey. But our goal is bigger than your financial peace of mind—it’s your happiness. We want to be the partner that helps you align your wealth, your passions, and your purpose, so you can pursue the life that truly fulfills you—your richer life.
- Website
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http://www.brightonjones.com
External link for Brighton Jones
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Seattle, WA
- Type
- Privately Held
- Founded
- 1999
- Specialties
- Investments, Tax Strategies and Compliance, Trusts & Estates, Philanthropy, Risk Management, Financial Planning, and Retirement Plan Services
Locations
Employees at Brighton Jones
Updates
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Brighton Jones reposted this
🌟 Join our team at Brighton Jones! 🌟Retirement Plan Sales Consultant 🌟 Are you a savvy hunter with a background in retirement plans, payroll, finance, benefits, or high-level B2B sales? We are looking for a motivated and proven salesperson to join our team! In this role, you will develop and execute territory business plan, while consistently achieving/exceeding annual sales goals by creating and managing a strong pipeline. You will collaborate with Advisors, and sell our Retirement Plan Advisory Services to companies and organizations. If you thrive in a competitive environment and align with our values, we’d love to hear from you! https://lnkd.in/gHPugh5a #SalesJobs #B2BSales #CareerOpportunity #JoinOurTeam #BrightonJones #WeAreHiring #oneteam Mark R Jones Vanessa McClure Samantha Evans Keri Kawatachi
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Check out our latest blog post by Lead Advisor Katy McDonald, CFP®, where she dives into the unique financial challenges women face and how to overcome them to find financial independence and security. From managing early career finances to planning for retirement and balancing work-life responsibilities, this comprehensive guide is a must-read for women at every stage of their financial journey. 💪👩💼 🔗 Read more: https://buff.ly/3WPED8S #WomenAndFinance #FinancialIndependence #InvestSmart #BrightonJones #FinancialPlanning #WomenEmpowerment #RetirementPlanning #CareerGoals
Women and Finance: Personal Finance for Women
brightonjones.com
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What's a cool thing our employees say about working Brighton Jones? Well, let's hear from Matt Mormino, CFP®, Managing Director of @OpenPlan powered by Brighton Jones: "I love working for a company that values giving back. Unlimited VTO allows me to be there for my community and my kids, and financial support for my board service means a ton to the organization and gets the Brighton Jones name out there!" Thanks for sharing, Matt Mormino! ⚾ 🧢
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🎉 Celebrating 20 incredible years with Kory Leadon, CFP®, Senior Lead Advisor! 🎉 Last week, our Southwest region team surprised Kory with a party at O.H.S.O Brewery in Scottsdale to mark his incredible 20-year journey with our company. It was a celebratory evening filled with gratitude, laughter, and cherished memories. Max Gallagher, CFP®, Kristen Purnell, April Kyrkos, and our CEO Jon Jones delivered heartfelt toasts, highlighting Kory's unwavering commitment and the invaluable contributions he's made over the years. Here's to Kory – thank you for being an integral part of our journey and inspiring us all with your passion and dedication. Cheers to many more years of success together! 🥂 #WorkAnniversary #TeamCelebration #CheersTo20Years #CompanyMilestones Sydney Christman | Mackenzie McMillan
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Brighton Jones reposted this
Such an amazing Brighton Jones Central Region Team week! Our incredible Mary Grace Thomas planned some awesome volunteer and team building activities and we all had such a blast! #oneteam
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Brighton Jones reposted this
We just wrapped up from a wonderful Brighton Jones Central Region team retreat. Feeling so much gratitude for every single one of these team members. 🌟 Started off with glassblowing at Vetro Glassblowing and we’re lucky enough to wrap up our retreat by serving together at The Stewpot
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📅 Mark Your Calendars - Wednesday, June 13th at 12pm PT | 3pm ET! 📅 We have an upcoming virtual event you won't want to miss on the horizon! Brighton Jones' in-house estate planning attorneys, Mary Louden and TaraLynn (Casperson) Reinhart, JD, will be discussing the the federal estate and gift tax landscape, which went through a monumental shift in 2017. Seven years ago, the lifetime exemption rose to $11.8 million per individual. Today, at $13.61 million, this exemption provides a substantial opportunity to gift more of your assets without penalty. However, with these exemption values sunsetting in 2025, you need a plan in place to use them while you still can. Register today to move forward purposefully, guided by insights from Brighton Jones, to secure your financial future. 🔒 Heather (Pearson) Thiessen https://buff.ly/3WFEuEK
Before Sunset: Prepare for Future Estate Tax Law Changes | Brighton Jones Wealth Management
brightonjones.com
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Let's celebrate! 🥳 We have a truly incredible group of teammates hitting their work anniversary this May here at Brighton Jones! We are extremely grateful for every way each one of you goes above and beyond for your teams, the broader #OneTeam, and your communities. We look forward to many more years to come! 🎉
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Brighton Jones reposted this
The end of an era, but the start of a new one here in Seattle! Excited for Chase to join us at Brighton Jones. Thank you, Terrance Grieb, for being such a great professor and mentor to us over the past decade. Go Vandals!
We celebrated graduation this last weekend, and there are so many great College of Business and Economics student stories to tell. The era of the DeLeon Brothers came to a close as Chase (’24) joined his brothers Konner (’22) and Devyn (’19) as Finance major and Barker Program alumni of the University of Idaho. After 10 years of working with the DeLeon trio I cannot imagine what it will be like this fall to come back to campus without one of them in my classroom. Thank you, Devyn, Konner, and Chase, for all your achievements and contributions. I know that the DeLeon alumni legacy will be strong and impactful, just as your contributions to the CBE and the Barker Program have been for the last 10 years! GO BARKER VANDALS! Devyn DeLeon, CFP®Konner DeLeon Chase DeLeon #UniversityofIdahoCollegeofBusinessandEconomics #BarkerCapitalManagementandTradingProgram #GoBarkerVandals!