Houston, TX Office

Team
Updated today

Client AUM

$17,770,593,485

Clients

3,585

Advisors

3

Of 160 advisors across 28 offices

Location

825 Town and Country Lane, Suite 1200

Houston TX 77024

Advisors at this office

3

Advisors at this office

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Pablo O

Series 65

Houston, TX

Brighton Jones LLC

Pablo Ochoa is a financial advisor at Brighton Jones LLC with a Series 65 credential and four years of industry experience, including prior work at Fisher Investments. His background also includes roles outside finance such as positions at Texas Tech University, El Bosque Mexican Restaurant, U-Haul International, and 24 Hour Fitness. Brighton Jones serves high-net-worth individuals, families, and various entities by providing comprehensive wealth services, including financial planning, discretionary investment management, tax preparation, and access to private investment opportunities. The firm employs a holistic, balance-sheet approach and offers both discretionary and non-discretionary management supported by technology platforms and affiliated investment managers.

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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Stephen O

CFP®, Series 65

Houston, TX

Brighton Jones LLC

Stephen O'dell is a CFP® and Series 65 credentialed financial advisor with six years of industry experience. He has been with Brighton Jones LLC since 2022 and previously worked for Stages of Recovery, Inc for ten years. He is based in Houston, TX. Brighton Jones LLC provides comprehensive wealth-management services to individuals, 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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Matthew K

Series 66

Houston, TX

Brighton Jones LLC

Matthew Kirby is a financial advisor with Brighton Jones LLC in Houston, TX, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Cerity Partners LLC, Avion Wealth LLC, Park Avenue Securities, Guardian Life Insurance, Inspire Financial Group, and Grant Thornton, LLC. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, charitable organizations, business entities, and trusts. The firm provides comprehensive wealth services using a holistic, balance-sheet approach, offering both discretionary and non-discretionary management along with 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
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