Connor Maxwell Upham

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

• 01/2022 → Present
  Brighton Jones
  Mclean, VA
• 04/2016 → 01/2021
  Cribstone Capital Wealth Management
  Brunswick, ME
• 05/2019 → 08/2019
  Under Armour
  Freeport, ME
• 09/2010 → 06/2017
  Bath Schools
  Bath, ME
• 08/2017 → 12/2021
  Dickinson College
  Carlisle, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-05-08

Other Names

• Connor Upham