Jonathan S. Rushton

BRIO FINANCIAL GROUP

San Francisco, CA 94104

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CRD#: 7622099

Professional summary

Jonathan Smith Rushton is a registered financial advisor currently at BRIO FINANCIAL GROUP located in San Francisco, California.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jonathan has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Volo Kids Foundation; not investment related; 1700 Montgomery St. San Francisco, CA 94111; Foundation supporting free sports for kids; Coach; January 14, 2025 start date; 12 hours/month, no hours during trading hours; coach 3-8 years old a variety of sports for free.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Smith Rushton's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 28, 2025 - Present

BRIO FINANCIAL GROUP

Office #1: 19 Sutter Street, San Francisco, CA 94104

RIA

CRD#: 289889

San Francisco, CA

Past

January 20, 2023 - December 31, 2024

CORIENT

RIA

CRD#: 319448

MENLO PARK, CA

Past

October 21, 2022 - March 31, 2023

PORTOLA PARTNERS

RIA

CRD#: 305407

MENLO PARK, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BRIO FINANCIAL GROUP

BRIO CONSULTANTS, LLC | BRIO FINANCIAL GROUP

CRD#: 289889 / SEC#: 801-111830

RIA

Registered Investment Advisory firm - (10/13/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(3/28/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/21/2022

Uniform Investment Adviser Law Examination

Current Firm

BRIO FINANCIAL GROUP

BRIO CONSULTANTS, LLC | BRIO FINANCIAL GROUP

CRD#: 289889 / SEC#: 801-111830

RIA

Registered Investment Advisory firm - (10/13/2017 Approved)

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Contact information

Main Address

19 Sutter Street, San Francisco, CA 94104

Mailing Address

Phone number

(415) 623-2450

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A: FIRM BROCHURE (4/15/2025)

ADV PART 2A APPENDIX 1: WRAP FEE PROGRAM BROCHURE (4/15/2025)

Regulatory assets under management

Total Number of Accounts	3,082
AUM (Assets Under Management)	$ 842,643,716

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jonathan S. Rushton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Smith Rushton's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRIO FINANCIAL GROUP

CORIENT

PORTOLA PARTNERS

Primary Firm SEC Registration

BRIO FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 10/21/2022

Current Firm

BRIO FINANCIAL GROUP

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BRIO FINANCIAL GROUP

TRUST BUT VERIFY

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