Brighton Jones LLC
About this Advisor
Sarah Schwan is a financial advisor based out of Seattle, Washington, who has 10 years of work experience. Schwan is currently employed by Brighton Jones LLC. They have been with Brighton Jones Llc for the entirety of their career. Schwan maintains a Series 65 license, certifying them as an investment advisor representative, and is registered to operate in Washington. Brighton Jones LLC is a financial advisory company headquartered in Seattle, Washington. The firm has offices in six locations and a total of 140 advisors. It controls $7 billion in assets across its 1,994 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises five charitable organizations. Of its 1,994 customer accounts, 70% are held by high-net-worth investors who have at least $1 million in investable assets. Brighton Jones LLC has 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 fee schedules are based on which services the firm provides the client. However, fees charged by Brighton Jones LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Brighton Jones LLC Brokerage Details
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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
Sarah Schwan Work History
Sarah has 10 years of experience.
Sarah Schwan has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Brighton Jones LLC
San Francisco, CA
San Francisco, CA
Mc Lean, VA