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Jacob John Ries-roncalli

Brighton Jones LLC

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About Jacob John Ries-roncalli

Jacob John Ries-roncalli is a Certified Financial Planner™ and Investment Advisor Representative with Brighton Jones LLC, where Jacob has been employed since June 2021. Jacob holds a Series 65 license and has been active in the industry since September 2021. Jacob has experience working with high-net-worth individuals, charitable organizations, pooled investment vehicles, and pension and profit-sharing plans. Jacob's firm offers a variety of advisory services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses, individuals, and pooled investment vehicles.

Firm Information

Jacob Ries-roncalli 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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Jacob Ries-roncalli’s Registration & Firm History

WA

09/22/2021 - Present

Brighton Jones LLC (SEATTLE WA)

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Licenses & Designations

IA

Issued 09/22/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacob John Ries-roncalli.
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