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Jackson Fitzgerald Oreilly

Investment adviser representative at Brighton Jones LLC
10 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

10 years in the industry.

  1. Brighton Jones LLCMar 2026 to now
  2. Charles Schwab BankNov 2018 to Mar 2026
  3. Charles Schwab & Co., IncOct 2018 to Mar 2026
  4. N/aMar 2018 to Oct 2018
  5. Tesla MotorsMay 2017 to Mar 2018
  6. N/aAug 2016 to May 2017

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2019

State registrations

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

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
7032002
Firm CRD
108601
Advisor's SEC record (opens in a new tab)
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