Unclaimed Profile

Thomas Patrick Preston

BRIGHTON JONES LLC·SEATTLE, Washington

Series 65Clean record21 years registeredBRIGHTON JONES LLC

2030 1ST AVENUE, SEATTLE, WA 98121CRD# 1525078Firm CRD# 108601

Profile Verification

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

Identity

Thomas Patrick Preston · SEATTLE, WA

Registration

CRD #1525078 · BRIGHTON JONES LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BRIGHTON JONES LLC

BRIGHTON JONES LLC

Dec 2004 – Apr 2026

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · December 17, 2004

Years registered · 21

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 Thomas Patrick Preston offer?

Thomas Patrick Preston specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Thomas Patrick Preston's credentials?

Thomas Patrick Preston is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Patrick Preston located?

Thomas Patrick Preston is based in SEATTLE, Washington, last registered with BRIGHTON JONES LLC.

How does Thomas Patrick Preston charge for services?

Thomas Patrick Preston'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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