Kory
Leadon

Brighton Jones LLC

CRD#4196067
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Kory Leadon is a certified financial planner working out of Scottsdale, Arizona with 8 years of industry experience. Leadon currently works for Brighton Jones LLC. They have spent their entire employment at Brighton Jones Llc. Leadon maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Arizona. Brighton Jones LLC is a company that has its headquarters in Seattle, WA. It has offices in 18 locations and a total of 224 financial advisors. It oversees $10 billion in assets under management between its 2,681 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises six charities and foundations. Of its 2,681 accounts, 73% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The firm provides a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fees charged by Brighton Jones LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4211 N. Marshall Way, Suite 100
Scottsdale, AZ 85251

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Brighton Jones LLC Brokerage Details

Total Assets Under Management

$9,458,381,210

AZ Average: $3,566,627,242
Total Number of Employees

224

AZ Average: 46
Total Number of Accounts

2,681

AZ Average: 1,499
Average Account Size

$3,527,930

AZ Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Kory Leadon Work History

Kory has been registered as a financial advisor for 8 years.*

2004 - Present (20 years)

Brighton Jones LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kory Leadon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Brighton Jones LLC

Matthew Howell
Seattle, WA
Myles Mcmanus
Dallas, TX
Jorge Rosas
Seattle, WA
Matthew Kelley
Seattle, WA
David Amiot
Denver, CO
Christopher Hoffa
Seattle, WA
Tyler Harvey
Seattle, WA
Dale Skogstad
Minneapolis, MN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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