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Devyn Deleon

Brighton Jones LLC

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About Devyn Deleon

Devyn Deleon is an Investment Advisor Representative at Brighton Jones LLC. Devyn is registered with the state of Washington. Devyn has 1 state exam, a Series 65, which was taken on 11/19/2021. Devyn is also a Certified Financial Planner. Devyn has been working in the industry since 2014. Prior to Brighton Jones LLC, Devyn worked at Russell Investments, Clearwater Analytics, Merrill Lynch, Coeur D Alene Resort, 360 Fitness, A Better View, and Sophomore Year College. Devyn is a specialist in all areas of financial planning, particularly retirement planning. Devyn's expertise includes investments, college savings, estate planning and insurance.

Firm Information

Devyn Deleon 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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Devyn Deleon’s Registration & Firm History

WA

11/19/2021 - Present

Brighton Jones LLC (SEATTLE WA)

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Licenses & Designations

IA

Issued 11/19/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Devyn Deleon.
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