Stephen O'DEll

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

• 06/2022 → Present
  Brighton Jones
  Houston, TX
• 01/2012 → 06/2022
  Stages Of Recovery, Inc
  Lubbock, TX

Previous Registrations

• 2019-04-02 → 2022-11-09
  Carnadh Saibhris
  Richmond, TX
  Richmond, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-03-22

Designations

• Certified Financial Planner