Joshua William Perry
Investment adviser representative at Brighton Jones LLC
10 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
10 years in the industry.
- Brighton Jones LLCMay 2025 to now
- Charles Schwab & Co., Inc.Sep 2024 to May 2025
- Full Time EducationAug 2023 to Aug 2024
- Compass GroupJun 2023 to Aug 2023
- Full Time EducationAug 2022 to May 2023
- ActalentMay 2022 to Aug 2022
- Full Time EducationAug 2021 to May 2022
- Diablo Country ClubMay 2021 to Aug 2021
- Full Time EducationAug 2016 to May 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7969232
- Firm CRD
- 108601