Conor Joseph Whitney
Investment adviser representative at Brighton Jones LLC
11 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$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
11 years in the industry.
- Brighton Jones, LLCAug 2024 to now
- Goldman SachsMar 2021 to Jul 2024
- Goldman SachsDec 2018 to Feb 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2015 to Nov 2018
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 6528616
- Firm CRD
- 108601