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Inactive

Elizabeth Kathleen Norris

Brighton Jones LLC

New York, NY

Seattle, WA

CRD 7170522

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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:

Current Employers
Brighton Jones Llc

2030 1St Avenue 3Rd Floor, Seattle, WA 98121 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2020-02-21
  • WA RA
    APPROVED
    Since 2020-02-21

Branch Locations

New York, NY • United States

2030 1St Avenue 3Rd Floor, Seattle, WA 98121 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Brighton Jones Seattle WA 06/2019 Present
Unemployed Seattle WA 03/2019 06/2019
Seattle Pacific University Seattle WA 09/2015 03/2019
Brighton Jones Seattle WA 06/2018 08/2018
Mullavey, Prout, Grenley And Foe Llp Seattle WA 05/2017 09/2017
  • 06/2019 → Present
    Brighton Jones
    Seattle, WA
  • 03/2019 → 06/2019
    Unemployed
    Seattle, WA
  • 09/2015 → 03/2019
    Seattle Pacific University
    Seattle, WA
  • 06/2018 → 08/2018
    Brighton Jones
    Seattle, WA
  • 05/2017 → 09/2017
    Mullavey, Prout, Grenley And Foe Llp
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-02-21
  • S65 Uniform Investment Adviser Law Examination
    2020-02-21
Designations
  • Certified Financial Planner

View on SEC IAPD

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