Matthew William Kelley

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

• 10/2018 → 06/2019
  Edward Jones
  St Louis, MO
• 07/2017 → 10/2018
  Capital One
  Baton Rouge, LA
• 05/2017 → 07/2017
  Hilton
  New Orleans, LA
• 11/2015 → 04/2017
  Jp Morgan Chase
  Gonzales, LA
• 08/2019 → 03/2021
  Morgan Stanley
  Baton Rouge, LA
• 08/2019 → 03/2021
  Morgan Stanley Private Bank, N.A
  New York, NY
• 03/2021 → 12/2022
  Merriman Wealth Management
  Seattle, WA
• 01/2023 → Present
  Brighton Jones
  Seattle, WA

Previous Registrations

• 2021-03-30 → 2023-01-02
  Merriman
  Seattle, WA
• 2019-08-21 → 2021-03-25
  Morgan Stanley
  Baton Rouge, LA
• 2018-12-17 → 2019-06-11
  Edward Jones
  Geismar, LA
  St Louis, MO
  Maryland Heights, MO

Exams

• S66 Uniform Combined State Law Examination
  2018-12-13

Designations

• Certified Financial Planner

Other Names

• Matthew Kelley
• Matthew William Kelley