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Conor Joseph Whitney

Brighton Jones LLC

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About Conor Joseph Whitney

Conor Joseph Whitney is an Investment Advisor Representative with Brighton Jones LLC, based in Seattle, Washington. Conor has been in the financial industry for over 9 years and holds the Series 7, Series 66, and SIE licenses. Conor has previously worked at Goldman Sachs & Co. LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Conor is a Chartered Financial Analyst and specializes in portfolio management for individuals, businesses, and pooled investment vehicles, financial planning, and pension consulting.

Firm Information

Conor Whitney 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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Conor Whitney’s Registration & Firm History

WA

09/05/2024 - Present

Brighton Jones LLC (SEATTLE WA)

NY

12/19/2018 - 08/29/2024

GOLDMAN SACHS & CO. LLC (NEW YORK NY)

AZ

08/05/2015 - 11/14/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)

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Licenses & Designations

BOTH

Issued 09/18/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/05/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Conor Joseph Whitney.
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