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Luke Heger

Investment adviser representative at Brighton Jones LLC
12 yearsExperience
1 stateRegistered in
$18.9BFirm assets
26 yearsFirm in business

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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

12 years in the industry.

  1. Brighton Jones LLCOct 2024 to now
  2. Standish Management, LLCNov 2023 to Oct 2024
  3. UnemployedJul 2023 to Nov 2023
  4. MFS Investment ManagementJan 2023 to Jul 2023
  5. CollegeAug 2021 to Jan 2023
  6. Rochester Electronics, LLCJun 2021 to Aug 2021
  7. CollegeFeb 2020 to Jun 2021
  8. Janney Montgomery Scott, LLCDec 2019 to Feb 2020
  9. CollegeAug 2019 to Dec 2019
  10. Twin Hills Country ClubApr 2018 to Aug 2019
  11. Unemployed - Attended High SchoolApr 2014 to Apr 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

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

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
7218525
Firm CRD
108601
Advisor's SEC record (opens in a new tab)
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