Johnson Bixby
Johnson Bixby (CRD# 310839) is a financial advisory firm headquartered in Vancouver, WA. They manage $574,950,752 in 1,614 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management575MILLION
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Total Number of Accounts1,614ACCOUNTS
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Average Account Value$356,227
- 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, NV, OR, TX, WA
Kimberly Baker (CRD# 2486696) is an Investment Advisor Representative working at Johnson Bixby in Vancouver, WA and has over 28 years of experience in the finance industry. Kimberly Baker 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.
Heidi Johnson Bixby (CRD# 2215324) is an Investment Advisor Representative working at Johnson Bixby in Vancouver, WA and has over 30 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.
Patricia Spies (CRD# 6751747) is an Investment Advisor Representative working at Johnson Bixby in Vancouver, WA and has over 5 years of experience in the finance industry. Patricia Spies 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.
Lana Alvarez (CRD# 2708275) is an Investment Advisor Representative working at Johnson Bixby in Vancouver, WA and has over 25 years of experience in the finance industry.
Amanda Peterson (CRD# 7089406) is an Investment Advisor Representative working at Johnson Bixby in Vancouver, WA and has over 3 years of experience in the finance industry.
Zachary Reuter (CRD# 7219813) is an Investment Advisor Representative working at Johnson Bixby in Vancouver, WA and has 1 year of experience in the finance industry. Zachary Reuter 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.
Amanda Reynolds (CRD# 6951104) is an Investment Advisor Representative working at Johnson Bixby in Vancouver, WA and has over 3 years of experience in the finance industry. Amanda Reynolds 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.
Lynn Snyder (CRD# 3156204) is an Investment Advisor Representative working at Johnson Bixby in Vancouver, WA and has 1 year of experience in the finance industry.
Cynthia Thompson (CRD# 7223773) is an Investment Advisor Representative working at Johnson Bixby in Vancouver, WA and has 1 year of experience in the finance industry. Cynthia Thompson 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.