Brooks, Hughes & Jones provides customized investment
management, financial planning and risk protection solutions for
individuals, families, trusts and foundations with $500,000+ in
When you choose Brooks, Hughes & Jones, you will work directly with a
partner, not an assistant or junior advisor. All three partners – Gary
Brooks, Allyn Hughes and Nancy Jones – have earned the CERTIFIED
FINANCIAL PLANNER™ designation. We are experienced professionals
who provide three different perspectives on wealth management.
As a firm, we have committed to keeping our client base to less than 100
households. This allows us to deliver personalized financial management
so that you can invest your time in other life pursuits.
We primarily accept new clients by referral from existing clients or our
network of estate and tax advisors. If you feel we would be a good fit to
help manage your financial decisions, we would be happy to find a
convenient time to discuss your needs.
We are an independent Registered Investment Adviser held to the
highest fiduciary standard to act in our clients' best interests.
TACOMA 2112 North 30th Street, Suite B | Tacoma, WA 98403
FRIDAY HARBOR 255 Harrison Street | PO Box 2965 | Friday Harbor, WA 98250
|Allyn Hughes, CFP, CLU, ChFC
Nancy Jones, CFP
Gary Brooks, CFP, CRPC
Copyright © 2009-13 Brooks, Hughes & Jones, Inc.. All rights reserved.
Brooks, Hughes & Jones, Inc. (BH&J) is a Washington state Registered Investment Adviser. BH&J and its representatives are in compliance with the current registration and notice
filing requirements imposed upon Registered Investment Advisers by the SEC and the states in which BH&J maintains clients.
BH&J's electronic communications via email newsletters, blog posts and its web site are limited to the dissemination of general information regarding its investment advisory services,
educational information or viewpoints. Published content should not be construed by any consumer and/or prospective client as personalized investment advice or a solicitation for
securities transactions. Individual clients investment strategies differ based on a variety of factors. Any subsequent, direct communication by BH&J representatives with a prospective
client regarding financial planning or investment advice shall be conducted by a partner that is registered, or exempt from registration, in the state where the prospective client resides.
Past performance is no guarantee of future results. There is no guarantee that the views and opinions expressed here will come to fruition.
For regulatory information pertaining to the registration status of BH&J, please see Form ADV Part 2.
BH&J does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether
linked to BH&J's web site or incorporated herein, and takes no responsibility therefore. All such information is provided for convenience purposes only.