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Jackson Hartz

Investment adviser representative at Brighton Jones LLC
8 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

8 years in the industry.

  1. Brighton Jones LLCAug 2024 to now
  2. Onbuoy SpcFeb 2024 to Jun 2024
  3. Brighton JonesJun 2023 to Aug 2023
  4. Business Consulting ResourcesNov 2022 to Jun 2023
  5. Wall Street OasisJun 2022 to Aug 2022
  6. University of California, Los AngelesSep 2020 to Mar 2024
  7. Metropolitan MarketJul 2018 to Aug 2022
  8. Ballard High SchoolSep 2016 to Jun 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023

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
7975559
Firm CRD
108601
Advisor's SEC record (opens in a new tab)
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