Luke West Roe
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.
- Brighton Jones LLCAug 2025 to now
- LululemonOct 2024 to Jan 2025
- Brighton JonesJun 2024 to Aug 2024
- Northwestern MutualJun 2023 to Dec 2023
- Glendale Country ClubJun 2022 to Sep 2022
- University of WashingtonSep 2021 to Jun 2025
- Camp TecumsehJun 2021 to Aug 2021
- Notre Dame High SchoolAug 2017 to Jun 2021
- N/aJun 2017 to Aug 2017
- New West CharterAug 2014 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 7713264
- Firm CRD
- 108601