Kaleb T Strawn
Investment adviser representative at Brighton Jones LLC
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- Brighton Jones LLCMay 2021 to now
- Avier Wealth AdvisorsNov 2017 to May 2021
- CostcoJun 2017 to Nov 2017
- Post-graduation Time OffMay 2017 to Jun 2017
- St. Martins UniversityAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 6949377
- Firm CRD
- 108601