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Barret Dowling

Brighton Jones LLC

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About Barret Dowling

Barret Dowling is an Investment Advisor Representative with Brighton Jones LLC. Barret has been in the industry since 2019, and is registered with the state of California. Barret holds the Series 65 license. Barret specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. Barret's prior employers include RVK inc. in Portland, OR, and Full-Time Education in Seattle, WA.

Firm Information

Barret Dowling 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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Barret Dowling’s Registration & Firm History

WA

01/01/2025 - Present

Brighton Jones LLC (SEATTLE WA)

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Licenses & Designations

IA

Issued 05/13/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Barret Dowling.
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