Greer
Smith

Brighton Jones LLC

CRD#3102969
Investment Advisor
in Seattle, WA

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About this Advisor

Greer Smith is a financial advisor based in Seattle, Washington, working with Brighton Jones LLC. Greer has previously held a position at Brighton Jones, LLC. Greer has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas and Washington. Currently, Greer 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 63, Series 65, CERTIFIED FINANCIAL PLANNER™

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

Greer Smith Work History

2012 - Present (12 years)

Brighton Jones, LLC

Disclosures

Please visit the SEC profile of Greer Smith 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

David Langhals
Seattle, WA
Nicholas Pursley
Seattle, WA
Shyanne Render
Seattle, WA
Michael Curtis
Seattle, WA
Madison Glass
Seattle, WA
John Curle
Seattle, WA
James Macdonell
Seattle, WA
Jesica Ray
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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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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