Sarah
Schwan

Brighton Jones LLC

CRD#6379519
Investment Advisor
in Seattle, WA

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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

Series 65

Years of Experience

10 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

Disclosures

No

Office Location

2030 1St Avenue 3Rd Floor
Seattle, WA 98121

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Brighton Jones LLC Brokerage Details

Total Assets Under Management

$6,799,683,585

WA Average: $3,566,627,242
Total Number of Employees

140

WA Average: 46
Total Number of Accounts

1,994

WA Average: 1,499
Average Account Size

$3,410,072

WA Average: $2,379,338

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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.

2010 - Present (11 years)

Brighton Jones

Disclosures

Sarah Schwan has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Brighton Jones LLC

Sarah Schwan
Seattle, WA
Zachary Smith
San Francisco, CA
David Born
San Francisco, CA
Matthew Howell
Seattle, WA
Andrew Desing
Mc Lean, VA
Jennifer Smith
Seattle, WA
Ian Keane
Seattle, WA
John Mather
Seattle, WA

This content was compiled from the SEC and FINRA.

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