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Lauren Rodgers

Brighton Jones LLC

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About Lauren Rodgers

Lauren Rodgers is an investment advisor representative at Brighton Jones LLC. Lauren has been in the industry since May 2015 and has experience at Wells Fargo Advisors, Wells Fargo Bank NA, and Principal Financial Group. Lauren has a Series 65 license and a SIE exam and is registered in Arizona and Texas. Lauren specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses, individuals, and pooled investment vehicles.

Firm Information

Lauren Rodgers 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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Lauren Rodgers’s Registration & Firm History

AZ

10/22/2020 - Present

Brighton Jones LLC (Scottsdale AZ)

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Licenses & Designations

IA

Issued 10/21/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/07/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lauren Rodgers.
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