Heidi Johnson Bixby (CRD# 2215324) is an Investment Advisor Representative working at Johnson Bixby in Vancouver, WA and has over 32 years of experience in the finance industry. Heidi Johnson Bixby has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Client Services | Vancouver, WA | Aug 2022 - Current | 1 |
| Ripple Space, LLC | Vancouver, WA | Apr 2021 - Current | 3 |
| Johnson Bixby & Associates Llc Dba Johnson Bixby | Vancouver, WA | Oct 2020 - Current | 3 |
| Ripple Effect Properties, LLC | Vancouver, WA | Oct 2019 - Current | 4 |
| Integrated Tax Services, LLC | Vancouver, WA | Jan 2010 - Current | 14 |
| Jba Properties, LLC | Vancouver, WA | Aug 2005 - Current | 18 |
| The Difference, Inc. | Vancouver, WA | Jan 2016 - Jan 2024 | 8 |
| Jba Retail, Inc. | Vancouver, WA | Jan 2012 - Dec 2022 | 10 |
| Securities America, Inc. | Vancouver, WA | Nov 2020 - Aug 2022 | 1 |
| Kms Financial Services, Inc. | Seattle, WA | May 1993 - Nov 2020 | 27 |
| Johnson Bixby & Associates LLC | Vancouver, WA | Nov 1998 - Oct 2020 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1992 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1998 |
- TX
- WA
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Total Assets Under Management695MILLIONS
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Total Number of Accounts2,060ACCOUNTS
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Average Account Value$337,316
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, ID, IL, NV, OR, TX, WA
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