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Zachary William Smith

Brighton Jones LLC

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About Zachary William Smith

Zachary William Smith is an Investment Advisor Representative at Brighton Jones LLC. Zachary is based in Seattle, Washington, and has been in the industry since July 2012. Zachary holds a Series 65 license and is a Certified Financial Planner. Zachary has been registered with the state of California since January 11, 2017, and with the state of Texas since December 1, 2021. Brighton Jones LLC is a firm with a main office in Seattle, Washington. The firm has 142 Investment Advisor Representatives and 149 individuals with investment advisory functions. Brighton Jones LLC provides financial planning, portfolio management for individuals and businesses, portfolio management for pooled investment vehicles, pension consulting, selection of other advisors, and educational seminars.

Firm Information

Zachary Smith 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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Zachary Smith’s Registration & Firm History

WA

12/01/2021 - Present

Brighton Jones LLC (SEATTLE WA)

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Licenses & Designations

IA

Issued 07/16/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Zachary William Smith.
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