Lauren
Rosser
Brighton Jones LLC
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About this Advisor
Lauren Rosser is a financial advisor who works out of Seattle, Washington who has 4 years of relevant experience. Rosser currently works for Brighton Jones LLC. Their career trajectory has included roles at Brighton Jones, Wells Fargo Avidsors, Wells Fargo Bank Na, Principal Financial Group, Kingland Systems, Saltech Systems, Ames Golf And Country Club and Student. Rosser holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to serve investors in Arizona and Texas. Brighton Jones LLC is a registered investment firm based out of Seattle, WA. The company has offices in 18 locations and a total of 224 people on staff. It administers $10 billion in assets among its 2,681 client accounts, placing it among the biggest firms in the country by assets under management. The firm advises six charities and foundations. Of its 2,681 accounts, 73% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Brighton Jones LLC performs a diverse set of services, such as 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. A financial advisor's fees largely vary depending on the financial services. However, fee types billed by Brighton Jones LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Brighton Jones LLC Brokerage Details
$9,458,381,210
224
2,681
$3,527,930
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
Lauren Rosser Work History
Lauren has been registered as a financial advisor for 4 years.*
Brighton Jones
Wells Fargo Avidsors
Wells Fargo Bank Na
Principal Financial Group
Student
Kingland Systems
Saltech Systems
Ames Golf And Country Club
*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 Lauren Rosser 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
Denver, CO
Dallas, TX
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Houston, TX
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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