AR
CFP
AR
CFP

Amanda J Reynolds

5 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B
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Location

275 West Third Street, Suite 600, Vancouver, WA, 98660

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Amanda is associated with Johnson Bixby & Associates, LLC as a Registered Investment Advisor, dedicating nearly full-time hours to this role. She also serves as Board Chair for Union Chapel, a church, spending a few hours per week in monthly meetings.

Employment History
Current Registrations
Private Client Services, LLCBroker
August 2022 - Present · 3 yrs 6 mos
Johnson Bixby
October 2020 - Present · 5 yrs 4 mos
Previous Registrations
Securities America, INC.Broker
November 2020 - August 2022 · 1 yr 9 mos
Kms Financial Services, INC
June 2020 - November 2020 · 5 mos
Kms Financial Services, INC.Broker
June 2020 - November 2020 · 5 mos
State Registrations6 states
AZCACONYORWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Amanda J Reynolds - Financial Advisor | TrueAdvisor