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CFP
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CFP

Jennifer Facini

Brighton Jones LLC
15 Years of Experience
Tampa, FL
View SEC Summary
View SEC Summary

Jennifer Facini is a CFP-designated registered investment advisor at Brighton Jones LLC, based in Tampa, FL, with 15 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 3,661 clients with $19B in assets under management.

Brighton Jones LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
158 advisors
Number of Clients
3,661 clients
Average Client Portfolio
$5.2M average
Assets Under Management
$18.9B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Annual fees generally range between 0.35% and 1.25% depending on the program, account size, complexity, and negotiations. A separate OpenPlan program charges between 0.50% and 0.95%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

615 Channelside Dr., Suite 207, Tampa, FL, 33602

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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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Other Business Activities

Jennifer serves as finance adjunct faculty at Southern New Hampshire University since 2017. This non-investment related activity takes about 10-20% of her time during non-trading hours.

Employment History
Current Registrations
Brighton Jones LLC
August 2021 - Present · 5 yrs 2 mos
Previous Registrations
Ars Wealth Advisors
December 2014 - June 2021 · 6 yrs 6 mos
Strategic Advisers, INC.
June 2012 - December 2014 · 2 yrs 6 mos
Chase Investment Services CORP.
December 2011 - May 2012 · 5 mos
Strategic Advisers, INC.
February 2011 - December 2011 · 10 mos
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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