Katy
Valencia

Brighton Jones LLC

CRD#7171109
Investment Advisor
in Seattle, WA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Katy Valencia is a financial advisor based in Seattle, Washington who has 4 years of industry experience. Valencia is an employee of Brighton Jones LLC. Their career trajectory has included roles at Brighton Jones, Pacific Capital Resource Group, The Plateau Club, Francesca'S, University Of Washington and Skyline High School. Valencia has a Series 65 license, which qualifies them as an investment advisor representative, and can advise clients in Washington. Brighton Jones LLC is a firm based out of Seattle, WA. The company has offices in 18 locations and a total of 224 advisors. It manages $10 billion in assets under management between its 2,681 accounts, making it one of the largest firms in the country by assets under management. The firm provides financial advisory services to six charities and foundations. Of its 2,681 accounts, 73% are held by high-net-worth clients who have greater than $1 million in investable assets. Brighton Jones LLC performs a number 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. A financial advisor's fees are based on the type of services. However, fee types charged by Brighton Jones LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

4 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Katy Valencia Work History

Katy has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Brighton Jones

2019 - 2019 (< 1 year)

Pacific Capital Resource Group

2018 - 2018 (< 1 year)

Brighton Jones

2016 - 2016 (< 1 year)

The Plateau Club

2015 - 2015 (< 1 year)

Francesca'S

2015 - 2019 (4 years)

University Of Washington

2011 - 2015 (4 years)

Skyline 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 Katy Valencia 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

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

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started