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Daniel J Browne

Investment adviser representative at Brighton Jones LLC
10 yearsYears since first job or exam
1 stateRegistered in
CFP® certificationDesignation
$18.9B

How is this counted?

Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.

Contact this advisor

(206) 258-5000brightonjones.comFirm's SEC record

How the firm charges

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

Services the firm offers

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

Experience

10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.

  1. Brighton Jones LLCJul 2024 to now
  2. Raymond James Financial Services, Inc.Oct 2022 to Jul 2024
  3. Sagespring Wealth PartnersOct 2022 to Jul 2024
  4. Southwestern Investment GroupOct 2022 to Nov 2022
  5. Prudent Street Financial Advisors, LLCJan 2022 to Oct 2022
  6. Browne InvestmentsNov 2020 to Dec 2021
  7. Northwestern Mutual Investment Services LLCApr 2020 to Nov 2020
  8. Derek HamblenMar 2020 to Nov 2020
  9. Owen WaldropMar 2020 to Nov 2020
  10. Christopher JohnstonJan 2017 to Jan 2020
  11. Northwestern Mutual Wealth Management CompanyJan 2017 to Jan 2020
  12. Northwestern Mutual Life Insurance CompanyAug 2016 to Jan 2017
  13. Northwestern Mutual Investment Services LLCApr 2016 to Jan 2020

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2016
  • Series 65 · Uniform Investment Adviser Law2022

State registrations

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

Brighton Jones LLC

$18.9B
3,661Clients
164Advisers
26 yearsIn business

Official records

Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure site.

5491256
108601
Advisor's SEC record
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