Jacob David Jones

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

• 05/2019 → 12/2019
  Westchase Golf Course
  Tampa, FL
• 08/2017 → 05/2021
  University Of Mississippi
  Oxford, MS
• 06/2021 → 05/2026
  Brighton Jones
  Seattle, WA
• 08/2013 → 05/2017
  Jesuit High School
  Tampa, FL
• 05/2026 → Present
  Brighton Jones
  Seattle, WA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-09-13

Designations

• Certified Financial Planner