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Anchorage, AK Office

Team
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Bright Road Wealth Management, LLC logo

Bright Road Wealth Management, LLC

Team

Firm-wide stats for Bright Road Wealth Management, LLC

Total advisors

10

Across 6 offices

Clients per advisor

61 Typical

Avg AUM per client

$680,723 Low

HNW client ratio

17% Low

About

Bright Road Wealth Management provides advisory services to individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, standalone financial planning, and participant-directed retirement plan services that include plan platform analysis and participant education meetings.

The firm’s investment process centers on fundamental analysis and client-specific profiling using TIFIN profiles and a BRWM Client Profile Document to set asset allocation and risk parameters. BRWM typically manages accounts on a discretionary basis and employs long-term trading alongside income-oriented option strategies (covered call writing and cash‑secured puts), using automated rebalancing and block trading, with custody relationships identified in its brochure.

Noteworthy operational features include maintaining multiple offices (seven) and offering participant education workshops as part of its retirement-plan work, practices that are less common among comparable team firms. The brochure also discloses use of independent solicitors and paid lead-generation/advertising arrangements, and the firm’s use of standing letters of authorization (SLOAs) that create limited custody considerations, all of which can affect how clients are introduced to and serviced by the firm.

Based on Bright Road Wealth Management, LLC

Expertise

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

Based on Bright Road Wealth Management, LLC

Location

405 W. 36th Avenue, Suite 212

Anchorage AK 99503

Advisors at this office

5

Advisors at this office

user avatar

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.)
user avatar

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.)
user avatar

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.)
user avatar

Matthew A

Series 63, Series 65, Series 66

Anchorage, AK

Bright Road Wealth Management, LLC

Matthew Anderson is a financial advisor with Bright Road Wealth Management, LLC in Anchorage, Alaska. He holds Series 63, 65, and 66 licenses and has 15 years of industry experience. His prior roles include positions at First National Bank Alaska, Charles Schwab, and RBC Capital Markets. Bright Road Wealth Management serves individuals, pension plans, trusts, and charitable organizations, offering discretionary portfolio management and financial planning. The firm’s investment approach uses fundamental analysis and client profiling to guide long-term, income-oriented strategies.

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

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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