Clayton has over 20 years of experience in the financial services industry. He began his career with J.P. Morgan in 1999 working in the firms Century City office in Southern California. Clayton was a member of the Investment Banking Private Client Services Team that specialized in helping the firm's corporate executive clients. During his 10 years in Los Angeles, he worked on a broad spectrum of actionable ideas serving high net worth individuals. In 2008, he transitioned to Seattle to open the J.P. Morgan Securities offices in the Northwest. In 2015, Clayton joined CLA as a Principal in the Bellevue, WA office. He is currently the Chief Wealth Advisory Officer for CLA.
Clayton joined CLA Wealth Advisory in June of 2015.
Clayton received a B.A. from the University of California Santa Barbara, with majors in Business Economics and History. He holds a Series 7, 24, 63 and 65.
In the community
He has previously served on the Board of Trustees of the Bellevue Arts Museum, Arts Fund, and the Board of Governors for Opportunity International. He is an active member of the community supporting various youth sports teams in which all 3 of his children participate in.
Resources and events
Webinar 12/7/2022Invest Sustainably with ESG
Webinar 9/7/2022Seek Diversifications in Alternatives
News release 7/14/2022CLA Wealth Advisors Listed Among Top Defined Contribution Plan Advisors
Webinar 3/2/2022Prepare Your Portfolio for Higher Interest Rates and Taxes
Media coverage 5/12/2021Six Market Trends That Could Alter Your Path to Financial Security
Article 3/16/20216 Market Trends That Could Alter Your Path to Financial Security
News release 10/9/2020Barron’s Includes CLA Wealth Advisors On Its Top 100 RIA Firms List