Denver, CO Office

Team
Updated today
Brighton Jones LLC logo

Brighton Jones LLC

Multi-team

Firm-wide stats for Brighton Jones LLC

Total advisors

160

Across 30 offices

Clients per advisor

22 Very Low

Avg AUM per client

$4,956,930 Very High

HNW client ratio

84% Very High

About

Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, pooled vehicles, charitable organizations, business entities, and trusts. The firm offers comprehensive wealth services including its Personal Chief Financial Officer (PCFO) program, family office services, OpenPlan individual financial planning and retirement plan advisory, discretionary investment management, tax preparation, real estate consulting, and access to private investment opportunities.

The firm takes a balance-sheet, holistic approach to client advice, offering both discretionary and non-discretionary management, continuous monitoring through client portals (e.g., RightCapital and ByAllAccounts), and the use of independent managers for portions of client assets. Brighton Jones also recommends and manages private and affiliated vehicles via its Lenora Capital subsidiary (including a registered Private Debt and Income Fund) and provides ERISA/IRC fiduciary advice for retirement accounts.

Noteworthy features include the availability of legal services from supervised persons through 2030 Law for eligible clients (provided under separate engagement terms) and estate-document resources via Wealth, Inc., alongside in-house tax preparation and a Brighton Jones Charitable Giving Fund. The firm’s ownership of affiliated investment managers (Lenora Capital and Blueprint/ BPC REIT), its participation in the Fidelity Wealth Advisor Solutions program, and disclosed “Additional Benefits” (approximately $30,000 from Fidelity in 2025) are specific structural elements that the brochure identifies as creating potential conflicts of interest that the firm discloses and seeks to manage.

Based on Brighton Jones LLC

Expertise

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

Based on Brighton Jones LLC

Occupation focus

Founder/Business Owner Executive Retired

Based on Brighton Jones LLC

Location

4700 S Syracuse St, Suite 610

Denver CO 80237

Advisors at this office

6

Advisors at this office

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Elise P

Series 66

Denver, CO

Brighton Jones LLC

Elise Paz is a financial advisor at Brighton Jones LLC in Denver, CO, holding a Series 66 designation with two years of industry experience. She previously worked at Charles Schwab and has a background that includes roles outside of finance. In addition to her advisory work, she sells pottery on Etsy. Brighton Jones serves high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, providing comprehensive wealth management through a Personal CFO model and family office services. The firm offers a range of investment options and integrates private-investment opportunities via its subsidiary Lenora Capital.

Business exit / sale strategy Multi-generational wealth transfer General estate planning guidance Charitable giving & philanthropy Real estate investing Founder/Business Owner Executive Retired
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David A

CFP®, Series 66, Series 63

Denver, CO

Brighton Jones LLC

David Amiot is a financial advisor at Brighton Jones LLC with 12 years of industry experience. He holds the CFP® designation and Series 66 and Series 63 licenses. Prior to joining Brighton Jones in 2022, he worked at Commonwealth Financial Network and Summit Wealth Group from 2018 to 2022, and at Fidelity Brokerage Services, LLC from 2013 to 2018. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, pooled vehicles, charitable organizations, business entities, and trusts, offering comprehensive wealth services including financial planning, investment management, tax preparation, and access to private investment opportunities through a balance-sheet, holistic approach.

Business exit / sale strategy Multi-generational wealth transfer General estate planning guidance Charitable giving & philanthropy Real estate investing Founder/Business Owner Executive Retired
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Lauren R

Series 65

Denver, CO

Brighton Jones LLC

Lauren Rodgers is a financial advisor with Brighton Jones LLC in Denver, CO, holding a Series 65 credential and six years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Bank NA before joining Brighton Jones in 2019. Brighton Jones serves high-net-worth individuals, families, retirement plan sponsors, charitable organizations, and trusts, offering comprehensive wealth services that include financial planning, investment management, tax preparation, and access to private investments. The firm employs a holistic, balance-sheet approach and utilizes both discretionary and non-discretionary management strategies.

Business exit / sale strategy Multi-generational wealth transfer General estate planning guidance Charitable giving & philanthropy Real estate investing Founder/Business Owner Executive Retired
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William H

Series 65

Denver, CO

Brighton Jones LLC

William Hall is a financial advisor with Brighton Jones LLC in Denver, CO. He holds a Series 65 designation and has been with Brighton Jones since 2025. His prior experience includes roles at General Nutrition Centers and University of Arizona Campus Recreation Department. Brighton Jones serves individuals, high-net-worth families, retirement plan sponsors, charitable organizations, and trusts with a range of wealth management services. The firm employs a holistic, balance-sheet approach and offers discretionary and non-discretionary investment management, tax preparation, real estate consulting, and family office services.

Business exit / sale strategy Multi-generational wealth transfer General estate planning guidance Charitable giving & philanthropy Real estate investing Founder/Business Owner Executive Retired
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Joseph V

CFP®, Series 65

Denver, CO

Brighton Jones LLC

Joseph Volcheck is a CFP® and holds a Series 65 license with six years at Brighton Jones LLC and four years at Cerner, totaling five years of industry experience. He is based in Denver, CO. Brighton Jones LLC serves a diverse client base including high-net-worth individuals, families, retirement plan sponsors, charitable organizations, and trusts. The firm provides comprehensive wealth services through a holistic, balance-sheet approach, combining discretionary and non-discretionary management, tax preparation, real estate consulting, and access to private investment opportunities.

Business exit / sale strategy Multi-generational wealth transfer General estate planning guidance Charitable giving & philanthropy Real estate investing Founder/Business Owner Executive Retired
user avatar

Bryce B

CFP®, Series 65

Denver, CO

Brighton Jones LLC

Bryce Baker is a CFP® and holds a Series 65 license, with 11 years of experience in the financial advisory industry. He has been with Brighton Jones LLC in Denver, CO since 2012. Brighton Jones LLC provides comprehensive wealth-management services to individuals—including high-net-worth and ultra-high-net-worth clients—charitable organizations, pooled investment vehicles, and retirement plans. The firm employs a Personal CFO model and offers family office services, discretionary investment management, and private-investment opportunities through its subsidiary Lenora Capital.

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