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Jerome Francis McCarthy

Brighton Jones LLC

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About Jerome Francis McCarthy

Jerome Francis McCarthy is a Certified Financial Planner with over 20 years of experience in the financial services industry. Jerome McCarthy is currently registered as an Investment Advisor Representative with Brighton Jones LLC. Jerome McCarthy has a Series 65 license and has been registered with the state of Washington since 2004 and the state of Texas since 2017. Brighton Jones LLC is a fee-based firm that specializes in providing financial planning, investment management, and retirement planning services to high-net-worth individuals, families, and foundations.

Firm Information

Jerome McCarthy 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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Jerome McCarthy’s Registration & Firm History

WA

12/17/2004 - Present

Brighton Jones LLC (SEATTLE WA)

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Licenses & Designations

IA

Issued 06/03/2004

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jerome Francis McCarthy.
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