Our Central Region team had an incredible time volunteering at The Stewpot's Second Chance Cafe in Dallas! This inspiring organization has been a beacon of hope since 1975, providing essential resources and opportunities for homeless and at-risk individuals to rebuild their lives. From humble beginnings serving soup in a church basement, The Stewpot now partners with The Bridge Homeless Recovery Center to offer three meals a day, every day of the year. Together, we can make a difference! 🌟 #CommunityImpact #Volunteering #TeamWork #TheStewpot #GivingBack #HomelessSupport #SecondChanceCafe
Brighton Jones
Financial Services
Seattle, WA 6,364 followers
We are a team that helps our clients, colleagues, and the global community live richer lives.
About us
Whether you want to save for the future or celebrate today, give back to the community or explore the globe, your values are every bit as unique as your fingerprints. The challenge is aligning your time and resources to those values, so you can go after the things you truly care about. For us, protecting and growing your wealth is a foundational part of that journey. But our goal is bigger than your financial peace of mind—it’s your happiness. We want to be the partner that helps you align your wealth, your passions, and your purpose, so you can pursue the life that truly fulfills you—your richer life.
- Website
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http://www.brightonjones.com
External link for Brighton Jones
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Seattle, WA
- Type
- Privately Held
- Founded
- 1999
- Specialties
- Investments, Tax Strategies and Compliance, Trusts & Estates, Philanthropy, Risk Management, Financial Planning, and Retirement Plan Services
Locations
Employees at Brighton Jones
Updates
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The Southwest region reunited once again for a team retreat in our Scottsdale office! 🌵 Although they work together virtually everyday, nothing beats getting together in person. They shared updates on the plans that were created late last year, offered support and ideas to one another and celebrated their Senior Lead Advisor Kory Leadon, CFP®'s 20 year work anniversary! Fun fact: Our Scottsdale office now looks a bit different than what you see in the photos below. 👀 Once the retreat ended, construction was started to add desks and create space for new team members! If you're looking to join this crew in sunny Arizona, check out our open Client Service Operations Associate, Advisor and Lead Advisor positions here https://buff.ly/3X11q1m
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Hey students and recent grads! 👋 Are you looking to better understand your finances and begin building a plan that fits your personal goals? Register today to save your spot for our upcoming Fin Ed. Budgeting and Investing webinars! Fin Ed. Budgeting | Wednesday, June 26th | Lead by Brighton Jones Lead Advisor Kristine McHugh, CFP® and Advisor Katy Valencia, CFP®, they'll talk through budgeting and saving to help reveal how these fundamental practices can shape your financial future. Register here: https://buff.ly/3x3oUZb Fin Ed. Budgeting | Wednesday, July 23rd | Brighton Jones Advisor Katy Valencia, CFP® and Associate Advisor Kevin Bennett will walk you through the basics of investing and teach you how to take steps to create a personal investment plan. Register here: https://buff.ly/459BNxg
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Your life changes every year, and your benefits should too. Our latest blog post from Lead Advisor Jennifer Facini, CFP® dives into how you can make the most of your open enrollment period to align your benefits with what matters most to you. Discover key strategies to: ✅ Maximize your 401(k) benefits ✅ Choose the right health plan ✅ Optimize FSAs and HSAs ✅ Navigate life and disability insurance ✅ Leverage ESPPs and stock awards ✅ Utilize diverse benefits like legal services, wellness programs, and more Get informed, make strategic decisions, and set yourself up for long-term success. Read our full guide here: https://buff.ly/3wV9WEC
Open Enrollment for Benefits: A Guide for Your Life
brightonjones.com
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Our Marketing team is kicking off summer with pickleball and happy hour on swings at Tapster! ☀️ 🍻 It's safe to say that the rest of us definitely have FOMO (fear of missing out) but we're glad that they were able to enjoy this fun afternoon together! John Dougherty, Lindsey Hurt, MaryKate Foust, Heather (Pearson) Thiessen, Barry Whittle, Jonathan Booker, Joyce Eicholtz, Marc Asmus, Liliana Kaneshige, Brittany Weiler, Sophia Riddle
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Brighton Jones reposted this
I am excited to share that I have started a new position as a Client Service Associate at Brighton Jones. Thank you so much Keri Kawatachi for all of your amazing assistance through the interview process. I am so grateful to be apart of such an amazing team!
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Our Philanthropy committee hosted Eddie Lincoln J.D., Chief Executive Officer and Amelia Tonkin Martinez, Senior Director of Resource Development from Equal Opportunity Schools to speak about their work in our Seattle office. We were delighted to hear about the incredible work the Equal Opportunity Schools organization is doing! Learn more on their website around how they're partnering with schools across the country to "help provide students with opportunities to realize their full potential, pursue their dreams, reach their goals, and make a significant impact on the world." Thanks to our Philanthropy team for coordinating amazing opportunities to learn more and engage with nonprofits in our communities! 💟
Equal Opportunity Schools
https://eoschools.org
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Seeing these photos brightened our day, and we hope they do the same for you! 🎇 Team members from our Central Region - Minneapolis, Dallas, Austin, and Houston - all came together for a retreat where they talked shop and enjoyed quality time with one another! As part of the retreat, our team was able to spend an afternoon at the Vetro Glassblowing Studio, Inc. to make their own creations! 🔥 😍 Thanks for having us, Vetro! Steven Hanks, CFP®, Mary Grace Thomas, Stephen O'Dell, CFP®, Mary Bierds, Corinne Salera, CFP®, Michael Curtis, CFP®, Meredith Sims, Brian Morton II, CFP®, Malumbe Yasa, CPA, MAcc, Annika Williams, CFA, Alejandro Martinez, Shelby Clements, CFP®, CPA, Mark R Jones, Dustin Courts
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🎉 Congratulations to Dennis Chiu, CFP®, Katy Valencia, CFP® and Sam Blank, CFP® on earning their CFP® (Certified Financial Planner) designations! Your hard work and dedication have truly paid off, and we couldn't be more thankful to have such talented professionals on our team. Here's to your continued success and the bright future ahead! 🌟 #CertifiedFinancialPlanner #CFP #OneTeam #LiveARicherLife #CelebrateSuccess #ContinuousGrowth
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Have any fun summer travel plans? Wherever you're going, make sure you're maximizing credit card reward programs to make the most of your travel! Check out one of our recent blog posts, "Travel More, Spend Less: Credit Card Reward Travel Q&A." ✈️ Have your frequently asked questions about traveling more and spending less with credit cards and reward programs answered by the presenters from our recent webinar, Jon Nickel-D'Andrea and Ben Nickel-D'Andrea, from No Mas Coach! https://buff.ly/4bvbkN4
Travel More, Spend Less: Credit Card Reward Travel Q&A
brightonjones.com