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Garrett Newman

Investment adviser representative at Brighton Jones LLC
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$18.9BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

19 years in the industry.

  1. Brighton Jones LLCSep 2026 to now
  2. LPL FinancialApr 2021 to now
  3. Peak American Financial GroupJul 2020 to Apr 2021
  4. Peak American Investment AdvisorsJul 2020 to Apr 2021
  5. Health IqApr 2019 to Jul 2020
  6. National FundingAug 2018 to Apr 2019
  7. Prudential Insurance Company of AmericaJan 2018 to Aug 2018
  8. Pruco Securities, LLCJan 2018 to Jun 2018
  9. UnemployedSep 2017 to Dec 2017
  10. UnemployedJun 2017 to Jul 2017
  11. Niagara International Capital LimitedMay 2017 to Aug 2017
  12. Fidelity InvestmentsJan 2007 to May 2017

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2010
  • Series 63 · Uniform Securities Agent State Law2021

State registrations

Registered as an investment adviser representative in 1 state (CA).

Brighton Jones LLC

$18.9BAssets managed
3,661Clients
161Advisers
26 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5283360
Firm CRD
108601
Advisor's SEC record (opens in a new tab)
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