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Jerome Francis Mccarthy

BRIGHTON JONES LLC·SEATTLE, Washington
Series 65Clean record21 years registeredBRIGHTON JONES LLC
2030 1ST AVENUE, SEATTLE, WA 98121CRD# 4892664Firm CRD# 108601

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jerome Francis Mccarthy · SEATTLE, WA
Registration
CRD #4892664 · BRIGHTON JONES LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

BRIGHTON JONES LLC
Dec 2004 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · December 17, 2004
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BRIGHTON JONES LLC
CRD 108601 · SEC 801-57087
AUM
$12.5B
Regulatory assets under management
Employees
241
2,978 client accounts
Services offered by BRIGHTON JONES LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at BRIGHTON JONES LLC →
Introduction

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05

Frequently Asked Questions

What services does Jerome Francis Mccarthy offer?
Jerome Francis Mccarthy specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SEATTLE, Washington for a consultation.
What are Jerome Francis Mccarthy's credentials?
Jerome Francis Mccarthy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jerome Francis Mccarthy located?
Jerome Francis Mccarthy is based in SEATTLE, Washington, working with BRIGHTON JONES LLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.
How does Jerome Francis Mccarthy charge for services?
Jerome Francis Mccarthy's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRIGHTON JONES LLC?
BRIGHTON JONES LLC has approximately 241 employees and manages $12.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BRIGHTON JONES LLC

Brian C Tall
SEATTLE, WA
Charles Edwin Brighton
SEATTLE, WA
Kory Bryan Leadon
SEATTLE, WA
Thomas Patrick Preston
SEATTLE, WA
Brett Howard Carolan
SEATTLE, WA
Jon David Jones
SEATTLE, WA

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