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Annika Williams

Brighton Jones LLC

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About Annika Williams

Annika Williams is an Investment Advisor Representative with Brighton Jones LLC. Annika is registered in Washington and Texas. Annika has been a financial advisor since January 2015. She is a Chartered Financial Analyst (CFA) and holds FINRA registrations for Series 65, Series 66, and Series 63. Annika has experience working with high-net-worth individuals, families, and charitable organizations. Her expertise includes financial planning, portfolio management, and investment advisory services. Annika's current employer Brighton Jones LLC is headquartered in Seattle, Washington and specializes in financial planning and investment management. The firm serves a variety of clients including high-net-worth individuals, families, charitable organizations, and pension plans.

Firm Information

Annika Williams is currently registered with Brighton Jones LLC. Brighton Jones LLC is a Seattle-based investment advisory firm with over $12 billion in assets under management. The firm provides financial planning, portfolio management, and other services to a range of clients, including high-net-worth individuals, families, foundations, and endowments. The firm has a strong focus on providing personalized investment advice and strategies that are tailored to each client's unique financial goals and objectives.
Brighton Jones LLC

2030 1ST AVENUE

SEATTLE, WA 98121

$12.49B

Assets Under Management

248

Total Clients

131

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Annika Williams’s Registration & Firm History

WA

04/29/2019 - Present

Brighton Jones LLC (SEATTLE WA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Annika Williams.
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