Benjamin
Sampson

Brighton Jones LLC

CRD#7216479
Investment Advisor
in Seattle, WA

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About this Advisor

Benjamin Sampson is a financial advisor based in Seattle, Washington with 3 years of industry experience. Sampson is on the advisory team at Brighton Jones LLC. Throughout their career, they have worked at Brighton Jones, Sterling Valet, Chicago Cubs, Laz Parking, Arizona Dept Of Education, Vanderbilt University and Henry M Gunn High School. Sampson maintains a Series 65 license, designating them as an investment advisor representative, and can advise clients in California. Brighton Jones LLC is a registered investment company that has its headquarters in Seattle, WA. The company has offices in 18 locations and a total of 224 employees. It administers $10 billion in assets under management between its 2,681 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises six charitable organizations. Of its 2,681 client accounts, 73% are held by high-net-worth clients who have more than $1 million in investable assets. Brighton Jones LLC provides a diverse assortment 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 for financial advisory services vary depending on which services the firm provides the client. Fee types billed by Brighton Jones LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

3 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

2030 1St Avenue 3Rd Floor
Seattle, WA 98121

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Brighton Jones LLC Brokerage Details

Total Assets Under Management

$9,458,381,210

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

224

WA Average: 46
Total Number of Accounts

2,681

WA Average: 1,499
Average Account Size

$3,527,930

WA 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

Benjamin Sampson Work History

Benjamin has been registered as a financial advisor for 3 years.*

2019 - Present (5 years)

Brighton Jones

2018 - 2018 (< 1 year)

Chicago Cubs

2018 - 2018 (< 1 year)

Arizona Dept Of Education

2017 - 2018 (1 year)

Sterling Valet

2017 - 2017 (< 1 year)

Laz Parking

2013 - 2017 (4 years)

Vanderbilt University

2009 - 2013 (4 years)

Henry M Gunn High School

*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 Benjamin Sampson 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

Jorge Rosas
Seattle, WA
Matthew Kelley
Seattle, WA
Christopher Hoffa
Seattle, WA
Tyler Harvey
Seattle, WA
Myles Mcmanus
Dallas, TX
David Amiot
Denver, CO
Matthew Howell
Seattle, WA
Cari Leamy
Seattle, WA

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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