Unclaimed Profile

Kory Bryan Leadon

BRIGHTON JONES LLC·SEATTLE, Washington

Series 7, Series 66Clean record16 years registeredBRIGHTON JONES LLC

2030 1ST AVENUE, SEATTLE, WA 98121CRD# 4196067Firm CRD# 108601

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kory Bryan Leadon · SEATTLE, WA

Registration

CRD #4196067 · BRIGHTON JONES LLC · 16 years registered

Brand Profile

Not yet started

Career History

BRIGHTON JONES LLC

Sep 2015 – present

BRIGHTON JONES LLC

Nov 2009 – Dec 2016

SCOTTSDALE, AZ

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · November 13, 2009

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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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Frequently Asked Questions

What services does Kory Bryan Leadon offer?

Kory Bryan Leadon specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SEATTLE, Washington for a consultation.

What are Kory Bryan Leadon's credentials?

Kory Bryan Leadon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kory Bryan Leadon located?

Kory Bryan Leadon is based in SEATTLE, Washington, working with BRIGHTON JONES LLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.

How does Kory Bryan Leadon charge for services?

Kory Bryan Leadon'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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