Eric
Ho

Brighton Jones LLC

CRD#7247934
Investment Advisor
in Seattle, WA

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About this Advisor

Eric Ho is a financial advisor working in Seattle, Washington who has 1 year of relevant experience. Ho is on the advisory team at Brighton Jones LLC. During their career, the advisor has held roles at Td Ameritrade, Unemployed - Studying Full-Time For Mcat, Thryv, Ofjcc - Palo Alto, Creighton University - Creighton Fund, Creighton University, Nvidia Co, Doordash, Kfc/Taco Bell, Bellarmine College Preparatory, Axos Clearing and Brighton Jones. Ho holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Washington. Brighton Jones LLC is a financial advisory firm operating out of Seattle, WA. The firm has offices in 18 locations and a total of 224 advisors. It controls $10 billion in total assets among its 2,681 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves six charitable organizations. Of its 2,681 client accounts, 73% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm provides a broad assortment 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. Fees charged by financial advisors depend on the type of services offered. However, fees charged by Brighton Jones LLC likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

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

Eric Ho Work History

Eric has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Brighton Jones

2020 - 2020 (< 1 year)

Td Ameritrade

2020 - 2022 (2 years)

Axos Clearing

2019 - 2020 (1 year)

Unemployed - Studying Full-Time For Mcat

2018 - 2019 (1 year)

Thryv

2018 - 2018 (< 1 year)

Ofjcc - Palo Alto

2017 - 2018 (1 year)

Creighton University - Creighton Fund

2017 - 2017 (< 1 year)

Ofjcc - Palo Alto

2016 - 2017 (1 year)

Creighton University

2016 - 2016 (< 1 year)

Nvidia Co

2015 - 2016 (1 year)

Creighton University

2015 - 2015 (< 1 year)

Doordash

2015 - 2015 (< 1 year)

Kfc/Taco Bell

2014 - 2018 (4 years)

Creighton University

2010 - 2014 (4 years)

Bellarmine College Preparatory

*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 Eric Ho 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 Kelley
Seattle, WA
Tyler Harvey
Seattle, WA
Jorge Rosas
Seattle, WA
David Amiot
Denver, CO
Matthew Howell
Seattle, WA
Christopher Hoffa
Seattle, WA
Myles Mcmanus
Dallas, TX
Gerardo Martinez
Austin, 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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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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