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Jeffrey James Bright

BRIGHT FINANCIAL ADVISORS, INC.·PORTAGE, Michigan
Clean recordBRIGHT FINANCIAL ADVISORS, INC.
450 W. CENTRE, PORTAGE, MI 49024CRD# 1996200Firm CRD# 107931

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey James Bright · PORTAGE, MI
Registration
CRD #1996200 · BRIGHT FINANCIAL ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey James Bright is a registered financial advisor based in PORTAGE, Michigan, affiliated with BRIGHT FINANCIAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BRIGHT FINANCIAL ADVISORS, INC.
BRIGHT FINANCIAL ADVISORS, INC.
AUM
$489M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at BRIGHT FINANCIAL ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1996200
Firm CRD# 107931
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey James Bright offer?
Jeffrey James Bright specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTAGE, Michigan for a consultation.
What are Jeffrey James Bright's credentials?
Jeffrey James Bright is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey James Bright located?
Jeffrey James Bright is based in PORTAGE, Michigan, working with BRIGHT FINANCIAL ADVISORS, INC.. Their office serves clients in the PORTAGE metropolitan area and surrounding communities.
How does Jeffrey James Bright charge for services?
Jeffrey James Bright's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRIGHT FINANCIAL ADVISORS, INC.?
BRIGHT FINANCIAL ADVISORS, INC. has approximately 13 employees and manages $489M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BRIGHT FINANCIAL ADVISORS, INC.

Andrew Michael Price
PORTAGE, MI
Brookes Lauren Welc
PORTAGE, MI

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