Anchorage, AK logo

Anchorage, AK Office

Team
Updated today

Client AUM

$417,964,019

Clients

614

Advisors

5

Of 10 advisors across 6 offices

Location

405 W. 36th Avenue, Suite 212

Anchorage AK 99503

Advisors at this office

5

Advisors at this office

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Jayson O

CFP®, Series 65

Anchorage, AK

Bright Road Wealth Management, LLC

Jayson Owens is a CFP® with ten years of industry experience, currently serving as a financial advisor at Bright Road Wealth Management, LLC in Anchorage, AK. He has been with Bright Road since 2016 and also works as an outdoor medicine instructor for NOLS Wilderness Medicine, a role he has held since 2008. Bright Road Wealth Management provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach involves fundamental analysis and client-specific profiling to establish asset allocation and risk parameters, typically managing accounts on a discretionary basis with long-term trading and income-oriented option strategies.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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Antigone Z

Series 65

Anchorage, AK

Bright Road Wealth Management, LLC

Antigone Zervas is a financial advisor at Bright Road Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Alaska Wealth Advisors, Charles Schwab & Co., Inc., and Ernst and Young LLP. Outside of her advisory career, she is involved with Elfie's Canteen Inc., an entrepreneurial venture ongoing since 2021. Bright Road Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a fundamental analysis approach combined with client-specific profiling to guide discretionary portfolio management and financial planning, utilizing long-term trading and income-oriented option strategies.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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Jennifer G

CFP®, Series 65

Anchorage, AK

Bright Road Wealth Management, LLC

Jennifer Gastrock is a CFP® with eight years of industry experience and has been with Bright Road Wealth Management, LLC since 2017. Prior to joining Bright Road, she worked at New Horizons Preschool from 2011 to 2018. She holds a Series 65 license and is based in Anchorage, AK. Bright Road Wealth Management serves individual and high-net-worth clients, as well as participant-directed retirement plans, trusts, and business entities, providing portfolio management, financial planning, and retirement-plan consulting. The firm’s investment approach combines fundamental analysis with long-term trading and option strategies, utilizing proprietary client profiling tools to tailor plans and manage accounts with discretionary authority.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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Matthew A

Series 63, Series 66, Series 65

Anchorage, AK

Bright Road Wealth Management, LLC

Matthew Anderson is a financial advisor at Bright Road Wealth Management, LLC in Anchorage, AK, holding Series 63, 65, and 66 designations with 15 years of industry experience. He worked at First National Bank Alaska from 2014 to 2018. Bright Road Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs a fundamental analysis and client-specific profiling approach to discretionary portfolio management and financial planning, utilizing income-oriented option strategies and automated trading features.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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Brian P

CFP®, CFA®, Series 63, Series 66

Anchorage, AK

Bright Road Wealth Management, LLC

Brian Pinkston is a CFP® and CFA® with 22 years of industry experience. He has been with Bright Road Wealth Management, LLC in Anchorage, AK since 2012. Bright Road Wealth Management serves individual and high-net-worth clients as well as participant-directed retirement plans, trusts, and business entities, providing portfolio management, financial planning, and retirement-plan consulting. The firm uses a fundamental analysis-based investment process that incorporates option strategies and regularly monitors portfolios to align with client risk tolerances.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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