Brevin
Schmidt

Brighton Jones LLC

CRD#7197641
Investment Advisor
in San Francisco, CA

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About this Advisor

Brevin Schmidt is a financial advisor based in San Francisco, California, working with Brighton Jones LLC. Brevin has previously held positions at HSBC Bank USA, N.A, HSBC Securities (USA) Inc, Sports Basement, Concord High School, Oregon State University, Block 15 Brewery and Pub, RPM Mortgage, and Brighton Jones. Brevin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Brevin is part of Brighton Jones LLC, which operates out of San Francisco, California. The firm has 18 offices and 241 employees. The firm manages assets totaling $12.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Brighton Jones LLC includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, 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, Performance-based Fees

Office Location

445 Bush Street, 6Th Floor
San Francisco, CA 94108

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Brighton Jones LLC Brokerage Details

Total Assets Under Management

$12,488,348,504

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

241

CA Average: 46
Total Number of Accounts

2,978

CA Average: 1,499
Average Account Size

$4,193,535

CA Average: $2,379,338

Investment Advisory Services

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

Brevin Schmidt Work History

2020 - Present (4 years)

Brighton Jones

2020 - 2020 (< 1 year)

Hsbc Securities (Usa) Inc

2019 - 2020 (1 year)

Hsbc Bank Usa, N.A

2018 - 2019 (1 year)

Block 15 Brewery And Pub

2017 - 2017 (< 1 year)

Rpm Mortgage

2015 - 2018 (3 years)

Sports Basement

2015 - 2019 (4 years)

Oregon State University

2011 - 2015 (4 years)

Concord High School

Disclosures

Please visit the SEC profile of Brevin Schmidt 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

Shaun Mize
Scottsdale, AZ
John Curle
Seattle, WA
Lauren Rodgers
Seattle, WA
Elissa Nelson
Seattle, WA
Michael Curtis
Seattle, WA
Madison Glass
Seattle, WA
Christopher Hoffa
Seattle, WA
Nicholas Pursley
Seattle, WA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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