Brighton Jones

Brighton Jones

Wealth management with Personal CFO guidance

Overview

Brighton Jones provides wealth management services with a Personal CFO approach aimed at individuals and families. It delivers comprehensive financial planning and ongoing management across areas such as investment management, retirement planning, tax strategies, and estate planning, with a focus on aligning financial resources with personal values and life goals. How it works: clients pay advisory fees—either a percentage of assets under management, fixed fees, or a mix—and receive tailored advice and coordination across all financial aspects, guided by a holistic, fiduciary standard. How it differs from competitors: the firm emphasizes a holistic, person-centered process that integrates emotional well-being and values with financial planning, offering deeply customized planning and proactive coordination beyond traditional fiduciary advice. Goals: help clients thrive by turning complex finances into clear plans that support their life goals and family legacy.

About Brighton Jones

Simplify's Rating
Why Brighton Jones is rated
C+
Rated C on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Financial Services

Company Size

201-500

Company Stage

N/A

Total Funding

N/A

Headquarters

Seattle, Washington

Founded

1999

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Simplify's Take

What believers are saying

  • Cleveland and Atlanta openings extend Brighton Jones into faster-growing wealth markets.
  • Lenora Family Office benefits from rising demand for private credit and family-office services.
  • Tax-aware cash flow, liquidity, and legacy planning deepen sticky relationships with affluent clients.

What critics are saying

  • Morgan Stanley's E*TRADE advisor-tax acquisition attacks Brighton Jones's planning-heavy differentiation.
  • AUM-linked fees fall immediately during market drawdowns, while client service demands rise.
  • Another phishing breach would trigger regulatory scrutiny, lawsuits, and lasting client trust damage.

What makes Brighton Jones unique

  • Brighton Jones brands itself as a Personal CFO across investments, tax, estate, and philanthropy.
  • Lenora Family Office targets ultra-high-net-worth families with multi-generational governance and next-gen education.
  • Employee ownership and centralized service delivery support consistent advice across 24 cities.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

Paid Vacation

Paid Holidays

Parental Leave

Commuter Benefits

Wellness Program

Company News

CityBiz
Oct 22nd, 2025
Brighton Jones Appoints Jessica Andrews As General Manager

Brighton Jones appoints Jessica Andrews as General Manager. Jessica Andrews Brighton Jones, an independent wealth management firm dedicated to aligning clients' wealth with their values and passions, today announced the appointment of Jessica Andrews as General Manager of Lenora Family Office, Multi-Family Office and Impact. In this role, Jessica will lead Lenora, the Brighton Jones offering for ultra-high-net-worth families whose wealth and purpose are deeply intertwined. Under her leadership, Lenora aims to help families strengthen communication, steward wealth across generations, and drive impact initiatives to make the world a better place. Jessica has spent two decades advising some of the Pacific Northwest's most accomplished families, helping them integrate wealth planning with next-gen education, family alignment, and trust and estate planning. She has served as President and founding executive of a multi-family office and regulated trust company, and as Senior Vice President at Merrill Gardens, a national, family-owned senior housing company. She is also the co-founder of Self Space Seattle, a leading mental health practice built around the belief that meaningful lives are grounded in emotional well-being. Her work across both finance and mental health reflects her long-standing commitment to helping individuals and families thrive in all dimensions of their lives. "Jessica is an emotionally intelligent leader whose experience working closely with some of Seattle's most prominent families makes her a tremendous asset to our team," says Jon Jones, CEO of Brighton Jones. "Ultra-high-net-worth clients require specific services in order to pursue their financial and philanthropic aspirations, and as this segment of our business grows, Jessica's understanding of the challenges and opportunities facing generational and emergent wealth will be invaluable." In 2021, Jessica was recognized on the Puget Sound Business Journal's 40 Under 40 list. She has dedicated her career to preparing the next generation for thoughtful wealth stewardship, designing programs and curriculum that strengthen family unity, and helping family-owned businesses achieve long term success. Adds Andrews, "I am thrilled to join Brighton Jones. The firm's compassion and care for clients and employees, focus on mental well-being, appreciation for clients' lives beyond the balance sheet, and employee-owned business model is a key differentiator. Brighton Jones has a long history of serving ultra-high-net-worth families with exceptional care and insight. I'm excited to join this incredible team and help evolve the offering to anticipate and support the goals of these dynamic families and their next generation." Andrews is based in the firm's Seattle office. She reports to Jones, who previously oversaw this part of the business. About Brighton Jones Brighton Jones is a leading national wealth management firm, with over 5,500 clients and over $30 billion in assets under advisement. They have pioneered a comprehensive Personal CFO approach that partners with clients across their entire balance sheet and beyond to align their resources with their values, passions, and purpose. By transcending traditional financial planning, Brighton Jones empowers every client to pursue a thriving and impactful life - their richer life. Learn more at brightonjones.com. About Lenora Family Office Lenora Family Office, the ultra-high-net-worth offering from Brighton Jones, helps families manage the full complexity of wealth so they can live with greater purpose and clarity. The multi-disciplinary Lenora team builds personalized family office structures tailored to each client's values, needs, and passions, while providing expertise across balance sheet management, tax strategy, liquidity, wealth transfer, and next-gen engagement. Through this work, Brighton Jones enables families to design and carry out Richer Life Legacy Plans that embody and sustain their values for generations to come.

ETF Daily News
Sep 25th, 2025
SPDR Portfolio Emerging Markets ETF $SPEM Shares Purchased by Sowell Financial Services LLC

Brighton Jones LLC acquired a new stake in SPDR Portfolio Emerging Markets ETF in the fourth quarter worth about $289,000.

ETF Daily News
Sep 21st, 2025
Wealth Enhancement Advisory Services LLC Has $23.43 Million Stock Position in Cheniere Energy, Inc. $LNG

Brighton Jones LLC acquired a new stake in Cheniere Energy in the fourth quarter worth about $335,000.

ETF Daily News
Sep 7th, 2025
Raymond James Financial Inc. Decreases Position in iShares Core U.S. REIT ETF $USRT

Brighton Jones LLC acquired a new stake in iShares Core U.S. REIT ETF in the 4th quarter worth about $660,000.

ETF Daily News
Aug 23rd, 2025
Cresset Asset Management LLC Grows Stock Position in Trimble Inc. $TRMB

Brighton Jones LLC purchased a new stake in Trimble in the fourth quarter worth $211,000.

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