San Francisco, CA Bush Street Office

Team
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Brighton Jones LLC logo

Brighton Jones LLC

Multi-team

Firm-wide stats for Brighton Jones LLC

Total advisors

162

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 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

Private / alternative investments Concentrated stock management Real estate investing General estate planning guidance

Based on Brighton Jones LLC

Occupation focus

Founder/Business Owner Executive Retired Attorney

Based on Brighton Jones LLC

Demographic focus

Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals

Based on Brighton Jones LLC

Location

445 Bush Street, 6th Floor

San Francisco CA 94108

Advisors at this office

6

Advisors at this office

user avatar

Sue C

CFP®, Series 66

San Francisco, CA

Brighton Jones LLC

Sue Cheung is a CFP® professional with 18 years of industry experience currently with Brighton Jones LLC. Her prior roles include positions at Morgan Stanley, Charles Schwab, USAA Financial Planning Services, and Ameriprise. 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, offering discretionary portfolio management and a range of financial planning services, supported by an affiliated ecosystem that includes private investment fund management, trust services, and legal support.

Private / alternative investments Concentrated stock management Real estate investing General estate planning guidance Founder/Business Owner Executive Retired Attorney Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals
user avatar

Cara P

CFP®

San Francisco, CA

Brighton Jones LLC

Cara Picton is a CFP® professional with eight years of industry experience, currently serving at Brighton Jones LLC. Her prior experience includes roles at Nate D. Sanders Inc. and volunteer work with African Village Support and Samos Volunteers. 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 offers discretionary portfolio management, financial planning, tax preparation, real estate consulting, and family office administrative support.

Private / alternative investments Concentrated stock management Real estate investing General estate planning guidance Founder/Business Owner Executive Retired Attorney Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals
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Alexander F

Series 65

San Francisco, CA

Brighton Jones LLC

Alexander Flagg is a financial advisor at Brighton Jones LLC in San Francisco, CA, holding a Series 65 designation with one year of industry experience. Prior to joining Brighton Jones, he spent ten years at Hewlett Packard Enterprise. Brighton Jones offers wealth management and financial planning services to individual, high-net-worth, and family-office clients, employing a whole-balance-sheet approach and discretionary investment authority to implement asset allocation. The firm provides a range of services including portfolio management, tax preparation, real estate consulting, and family office administrative support through multiple operating brands.

Private / alternative investments Concentrated stock management Real estate investing General estate planning guidance Founder/Business Owner Executive Retired Attorney Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals
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Jack T

Series 65

San Francisco, CA

Brighton Jones LLC

Jack Tiffin is a financial advisor at Brighton Jones LLC in San Francisco, holding a Series 65 designation. He has been with Brighton Jones since 2026 and has prior experience in various roles outside the financial industry, including positions at educational institutions and hospitality businesses. Brighton Jones provides wealth management and financial planning services to individuals, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach and offers discretionary portfolio management, tax preparation, real estate consulting, and family office support, supported by an affiliated ecosystem that includes private investment fund management and trust services.

Private / alternative investments Concentrated stock management Real estate investing General estate planning guidance Founder/Business Owner Executive Retired Attorney Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals
user avatar

Jeremy P

CFP®, Series 63

San Francisco, CA

Brighton Jones LLC

Jeremy Pond is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Brighton Jones LLC in San Francisco, CA. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Bank, N.A. from 2009 to 2018 before joining Brighton Jones. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm uses a whole-balance-sheet approach and offers discretionary portfolio management, tax preparation, real-estate consulting, and family office administrative support, supported by a distinctive affiliated ecosystem including a trust company and private investment management subsidiaries.

Private / alternative investments Concentrated stock management Real estate investing General estate planning guidance Founder/Business Owner Executive Retired Attorney Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals
user avatar

Clint C

CFP®, Series 63, Series 66

San Francisco, CA

Brighton Jones LLC

Clint Christensen is a CFP® with 24 years of experience in the financial services industry. He has worked at Brighton Jones LLC since 2007 and previously spent six years at Fidelity. 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 offers discretionary portfolio management alongside access to private investments and affiliated legal and trust services.

Private / alternative investments Concentrated stock management Real estate investing General estate planning guidance Founder/Business Owner Executive Retired Attorney Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals
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