Unclaimed Profile

Jeffrey James Bright

BRIGHT FINANCIAL ADVISORS, INC.·PORTAGE, Michigan

Series 7, Series 24, Series 63Clean record15 years registeredBRIGHT 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. · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BRIGHT FINANCIAL ADVISORS, INC.

BRIGHT FINANCIAL ADVISORS, INC.

Jan 2011 – Sep 2019

PORTAGE, MI

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Registration record

First registered · January 25, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRIGHT FINANCIAL ADVISORS, INC.

CRD 107931 · SEC 801-57192

AUM

$489M

Regulatory assets under management

Employees

2,546 client accounts

Services offered by BRIGHT FINANCIAL ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BRIGHT FINANCIAL ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Jeffrey James Bright offer?

Jeffrey James Bright specializes in Financial Planning, Investment Management, Wealth Management.

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, last registered with BRIGHT FINANCIAL ADVISORS, INC..

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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