TrueAdvisor
TrueAdvisor
AC
CFP
AC
CFP

Alexia R Candelaria

Brighton Jones LLC
13 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Brighton Jones LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
140 advisors
Number of Clients
3,317 clients
Average Client Portfolio
$4.5M average
Assets Under Management
$15.0B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$10,000

Location

2030 1st Avenue, 3rd Floor, Seattle, WA, 98121

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Brighton Jones LLC
March 2018 - Present · 7 yrs 11 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
January 2013 - November 2017 · 4 yrs 10 mos
Northwestern Mutual Investment Services, LLCBroker
July 2012 - November 2017 · 5 yrs 4 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.