Amanda Schmidt, financial advisor Vancouver WA
93 score

Amanda Schmidt

CRD Number: 5449443
Current Firm: J.p. Morgan Securities LLC

Amanda Schmidt (CRD# 5449443) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Vancouver, WA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Securities LLC Vancouver, WA Dec 2015 - Current 1
Principal Life Insurance Company Lake Oswego, OR Jun 2015 - Dec 2015 < 1
Princor Financial Services Corporation Lake Oswego, OR Jun 2015 - Dec 2015 < 1
Edward Jones Battle Ground, WA Jun 2012 - Jun 2015 3
Edward Jones Portland, OR Feb 2011 - Jun 2012 1
Edward Jones Richland Center, WI May 2008 - Feb 2011 2
Thrivent Financial For Lutherans Appleton, WI Nov 2007 - May 2008 < 1
Physicians Weight Loss Centers La Crosse, WI May 2007 - Oct 2007 < 1
Best Buy Onalaska, WI May 2005 - Jun 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2008
Contact Info for Amanda A. Schmidt
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • OR
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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