Estefani Marina Morris

Employer firm

Brighton Jones LLC CRD 108601

$18.9B regulatory AUM 350 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → 07/2017
  Cornerstone Advisors, Inc.
  Bellevue, WA
• 07/2017 → 02/2019
  Cornerstone Advisors, Inc.
  Bellevue, WA
• 02/2019 → Present
  Brighton Jones Llc
  Seattle, WA

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-07-02

Designations

• Certified Financial Planner

Other Names

• Stephanie Marina Castillo