Jordan
Graham

Brighton Jones LLC

CRD#7112202
Investment Advisor
in Seattle, WA

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About this Advisor

Jordan Graham is a financial advisor based in Seattle, Washington, working with Brighton Jones LLC. Jordan has previously held positions at Northshore Youth Basketball Association, Papa Murphys, Claim Jumpers, Student, Century 21 Northwest, Beachhouse Bar And Grill, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, and Brighton Jones LLC. Jordan has passed the Series 65 regulatory exam and is registered to provide services in Texas and Washington. Currently, Jordan 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, 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

Jordan Graham Work History

2020 - Present (4 years)

Brighton Jones LLC

2020 - 2020 (< 1 year)

Northwestern Mutual Investment Services LLC

2019 - 2020 (1 year)

Northwestern Mutual Life Insurance Company

2017 - 2018 (1 year)

Century 21 Northwest

2017 - 2019 (2 years)

Beachhouse Bar And Grill

2016 - 2017 (1 year)

Student

2015 - 2016 (1 year)

Claim Jumpers

2014 - 2015 (1 year)

Papa Murphys

2011 - 2015 (4 years)

Northshore Youth Basketball Association

Disclosures

Please visit the SEC profile of Jordan Graham 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

James Macdonell
Seattle, WA
Nicholas Pursley
Seattle, WA
Lauren Rodgers
Seattle, WA
Shaun Mize
Scottsdale, AZ
Myles Mcmanus
Dallas, TX
John Curle
Seattle, WA
Christopher Hoffa
Seattle, WA
David Langhals
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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