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Jennifer Marie Facini

Advisor at Brighton Jones LLC — Tampa, FL

Updated today

Credentials

CFP®, Series 63, Series 66

Experience

15 years

Location

Tampa, FL 33602

Brighton Jones LLC logo

Brighton Jones LLC

Multi-team

Total advisors

161

Across 28 offices

Clients per advisor

22 Very Low

Avg AUM per client

$4,956,930 Very High

HNW client ratio

84% Very High

About

Jennifer Facini is a CFP® professional with 14 years of industry experience. She has worked at Brighton Jones LLC since 2021 and previously spent seven years at ARS Wealth Advisors. In addition to her advisory role, Jennifer serves as finance adjunct faculty at Southern New Hampshire University. Brighton Jones LLC provides comprehensive wealth-management services to individuals, charitable organizations, pooled investment vehicles, and retirement plans. The firm emphasizes whole-balance-sheet planning through its Personal CFO model and offers family-office services alongside discretionary investment management and private-investment opportunities.

Client services

Based on Brighton Jones LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Brighton Jones LLC

Business exit / sale strategy Multi-generational wealth transfer General estate planning guidance Charitable giving & philanthropy Real estate investing

Occupation focus

Based on Brighton Jones LLC

Founder/Business Owner Executive Retired

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Fee options

Fixed

OpenPlan financial planning includes a fixed implementation fee of $2,500 and $150 monthly monitoring fee; Financial Wellness Consulting fixed fees generally range from $5,000 to $25,000

Percentage

$0+: 0.35% to 1.25% annually for PCFO services (range, negotiable fees, not tiered) $0+: 0.50% to 0.95% annually for OpenPlan discretionary investment management services (range, negotiable fees, not tiered)

Project-based

Financial Wellness Consulting services hourly fees range from $150 to $300 per hour

Performance-based

Lenora Capital collects carried interest on private investment funds; no performance fees on PCFO or OpenPlan services

Other

Account minimum: $10,000 minimum annual fee for PCFO services (implying $10,000 minimum account size assuming typical fee rates); OpenPlan investment management services generally have no minimum account size; Family Office fees start at $250,000 annually ($62,500 per quarter) Minimum fee: Minimum annual fee of $10,000 for PCFO clients; minimum quarterly fee of $2,500 for PCFO clients (equivalent to $10,000 annually); Family Office fees begin at $62,500 per quarter ($250,000 annually) Fee-only: Financial planning and consulting services offered on a fee-only basis; fixed fee of $2,500 implementation plus $150 monthly monitoring for OpenPlan financial planning

Location

See office

Tampa, FL

615 Channelside Dr., Suite 207

Tampa FL 33602

Advisors at this office

1

Most active in

Florida

Work history

15 years of industry experience

Brighton Jones

2021 - Present • 5 years

Tampa, FL

ARS Wealth Advisors

2014 - 2021 • 7 years

St. Petersberg, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Austin H

CFP®, Series 66, CIMA®

Tampa, FL

Hunt Wealth

Austin Hunt is a CFP® professional who has been working in financial services since 2018. He is the sole advisor at Hunt Wealth, which he founded in 2025, following prior roles at Raymond James and Steward Partners. Hunt also serves as an account executive for Holistiplan, a tax planning software company. Hunt Wealth provides investment management and financial planning services to individuals and high-net-worth clients. The firm employs a combination of passive and active strategies based on Modern Portfolio Theory and offers discretionary and non-discretionary portfolio management, with a focus on asset allocation and manager selection through a model marketplace and outside managers.

Retirement income strategy Cash flow / budgeting Roth conversion strategy General tax planning Tax-loss harvesting Sales Professional Technology Professional Retired Consultant HENRY (High Earners, Not Rich Yet) Gen Y/Millennials (Born 1980-1995) Gen X (Born 1965-1980)
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Daniel P

CFP®, Series 63, Series 65

Tampa, FL

Dwf Wealth Management

Daniel Pappas is a CFP® professional with 27 years of experience in the financial services industry. He is currently with IHT Wealth Management LLC and has previously worked with Independent Financial Partners. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors. Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor and separate entity from LPL Financial.

Wealth management Retirement income strategy Retirement withdrawal strategies Long-term care insurance Self-Employed Sales Professional Educators, Teachers, and Academics University Employee Approaching retirement Established Professionals
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Jeffrey S

CFP®, Series 63, Series 66

Tampa, FL

Farther

Jeffrey Schlotterbeck Jr. is a CFP® professional with 22 years of industry experience, currently serving at Farther since 2026. His prior experience includes roles at Water Street Wealth Management, LLC and TD Ameritrade, Inc. He is also involved as a manager in Beck Investments LLC, a small private rental business in Tampa, FL. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform supplemented by in-person meetings. The firm applies Modern Portfolio Theory using proprietary and customized portfolios with algorithmic rebalancing, employing a range of investment vehicles and AI tools to support advisor judgment.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies

Priscilla N

Series 66, Series 7, Series 63, Series 65

St Petersburg, FL

Pmn Financial Associates

Priscilla Nunez is a financial advisor at Integrity Alliance, LLC with seven years of industry experience. She holds the Series 66 designation, (Series 63/65 combined), Series 7, and has worked at Brokers International Financial Services since 2018. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers comprehensive asset management, financial planning, and consulting services using a variety of portfolio management approaches and custodial platforms.

Wealth management Active portfolio management General retirement planning Retirement income strategy Annuities Executive Retired Government Employee Doctor or Medical Professional Educators, Teachers, and Academics HENRY (High Earners, Not Rich Yet) Young Professionals Established Professionals Approaching retirement Women Professionals
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Luke M

Series 66

Tampa, FL

Valic Financial Advisors

Luke Mcananey is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Cary Street Partners LLC, Raymond James & Associates, and Bardmoor Golf Club. Outside of his advisory role, he serves as a JV lacrosse coach at Northside Christian School and is appointed as an agent to sell non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models with options for tax and ESG overlays.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Dwight E

Series 63, Series 65

Tampa, FL

Raymond James & Associates

Dwight Edwards is a financial advisor with Raymond James & Associates in Wesley Chapel, FL, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Raymond James & Associates, INC since 2016 and also worked at Raymond James & Associates from 2017 to 2018. Outside of his advisory role, he is involved in rental property ownership. Raymond James & Associates offers financial planning and investment consulting services to a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports institutional consulting via its Institutional Fiduciary Solutions division.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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