Chase
Deleon

Brighton Jones LLC

CRD#7946202
Investment Advisor
in Seattle, WA

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About this Advisor

Chase Deleon is a financial advisor based in Seattle, Washington, working with Brighton Jones LLC. Chase has previously held positions at Full-Time Education - University Of Idaho, Full Time Student - Kamiakin High School, Bob's Burgers And Brews, Desert Hills Middle School, Canfield Middle School, and Brighton Jones. Chase has passed the Series 65 regulatory exam and is registered to provide services in Washington. Currently, Chase is part of Brighton Jones LLC, which operates out of Seattle, Washington. 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 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

2030 1St Avenue 3Rd Floor
Seattle, WA 98121

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Brighton Jones LLC Brokerage Details

Total Assets Under Management

$12,488,348,504

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

241

WA Average: 46
Total Number of Accounts

2,978

WA Average: 1,499
Average Account Size

$4,193,535

WA 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

Chase Deleon Work History

2024 - Present (1 year)

Brighton Jones

2020 - 2024 (4 years)

Full-Time Education - University Of Idaho

2020 - 2020 (< 1 year)

Bob'S Burgers And Brews

2016 - 2020 (4 years)

Full Time Student - Kamiakin High School

2014 - 2016 (2 years)

Desert Hills Middle School

2012 - 2014 (2 years)

Canfield Middle School

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Chase Deleon 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
Michael Curtis
Seattle, WA
Gavin Dayment
Seattle, WA
Elissa Nelson
Seattle, WA
James Macdonell
Seattle, WA
Shyanne Render
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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