Menlo Park, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Brighton Jones LLC
Multi-team
Firm-wide stats for Brighton Jones LLC
Clients per advisor
22 Very LowAvg AUM per client
$4,956,930 Very HighHNW client ratio
84% Very HighAbout
Brighton Jones provides wealth-management and financial planning services to individual, high‑net‑worth, and family‑office clients through multiple operating brands, including its Personal CFO (PCFO) offering for high‑net‑worth clients and OpenPlan for individual financial planning and retirement‑plan advisory. Services described in the brochure include discretionary and non‑discretionary portfolio management, financial planning and consulting, tax preparation, real‑estate consulting, and family office administrative support such as bill‑payment coordination.
The firm describes a whole‑balance‑sheet approach for PCFO clients, with discretionary investment authority used to implement asset allocation and to recommend or allocate assets to unaffiliated independent managers as appropriate; clients may also designate “Excluded Assets” that Brighton Jones will not manage. Brighton Jones recommends and places client assets in a mix of public and private investments, and its advisory activity includes recommending and administering allocations to private funds and pooled vehicles managed by affiliates.
What the brochure highlights as distinctive is the firm’s affiliated ecosystem: a wholly owned subsidiary Lenora Capital that manages private investment funds (including performance‑based carried interest arrangements), Brighton Jones Trust Company, LLC, a South Dakota‑chartered trust company that provides trustee and fiduciary services, and the availability of legal services through 2030 Law for certain clients. The firm also acts in advisory or management roles with pooled and registered investment vehicles (including a private debt and income fund and the BPC REIT/Blueprint manager), arrangements the brochure notes can create conflicts of interest that are disclosed and managed.
Based on Brighton Jones LLC
Expertise
Based on Brighton Jones LLC
Demographic focus
Based on Brighton Jones LLC
Location
1300 El Camino Real, Suite 100
Menlo Park CA 94025
Advisors at this office
5
Advisors at this office
John Z
Series 66
Menlo Park, CA
Brighton Jones LLC
John Zhang is a financial advisor at Brighton Jones LLC with 17 years of industry experience. He holds the Series 66 designation and previously worked at Beacon Pointe Advisors, LLC, and Charles Schwab & Co. Inc. for a combined total of 18 years. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients, offering discretionary and non-discretionary portfolio management, tax preparation, real estate consulting, and family office administrative support. The firm employs a whole-balance-sheet approach and integrates public and private investments through its affiliated ecosystem, which includes a trust company and private investment funds.
Nathan S
CFP®, Series 65
Menlo Park, CA
Brighton Jones LLC
Nathan Schult is a CFP® and Series 65-licensed advisor with Brighton Jones LLC, based in Menlo Park, CA. He has three years of industry experience, including prior roles at EY and Newport Beach Country Club. Outside of finance, he has held positions at Concordia University Irvine and Peninsula Covenant Church. Brighton Jones LLC provides wealth management and financial planning services to individuals, high-net-worth clients, and family offices. The firm offers a whole-balance-sheet approach with discretionary portfolio management and financial planning, supported by an affiliated ecosystem including private investment funds and trustee services.
Zachary S
CFP®, Series 65
Menlo Park, CA
Brighton Jones LLC
Zachary Smith is a CFP® professional with 14 years of industry experience, currently serving at Brighton Jones LLC since 2016. Prior to that, he worked at ClearPath Capital Partners LLC for four years. He holds the Series 65 designation and is based in Menlo Park, CA. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, including its Personal CFO and OpenPlan offerings. The firm employs a whole-balance-sheet approach and combines discretionary portfolio management with access to private and public investments, supported by an affiliated ecosystem that includes private investment funds, a trust company, and legal services for selected clients.
Jonathan D
CFP®, Series 65
Menlo Park, CA
Brighton Jones LLC
Jonathan De Smidt is a CFP® and holds a Series 65 license, currently advising at Brighton Jones LLC with five years of industry experience. His prior roles include positions at Ernst & Young LLP, Dynamic Signal, Inc., and InfoTrack US, Inc. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients. The firm utilizes a whole-balance-sheet approach and offers discretionary and non-discretionary portfolio management, with an affiliated ecosystem including private investment fund management, trust services, and legal support for certain clients.
Ryan W
Series 65
Menlo Park, CA
Brighton Jones LLC
Ryan Wong is a financial advisor at Brighton Jones LLC based in Menlo Park, CA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Brighton Jones in 2026, he worked at Andrieni Appraisal Services and Profit Recovery Partners, among other roles. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach and manages client assets across public and private investments, supported by affiliated entities offering trust, fiduciary, and legal services.
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