Amanda Peterson
Advisor at Johnson Bixby
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Johnson Bixby
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Vancouver, WA 98660
Credentials
Series 65
Industry experience
6 years
Amanda Peterson is a Series 65 licensed advisor with Johnson Bixby in Vancouver, WA, bringing six years of industry experience. She has worked at Private Client Services since 2022 and has been with Johnson Bixby & Associates LLC since 2020. Prior to her financial career, she spent 11 years working at King County Superior Court. Johnson Bixby serves individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities, providing discretionary asset management along with standalone and integrated financial planning and consulting. The firm’s investment approach includes diverse asset allocation strategies, use of ETFs and mutual funds, fixed-income management, and ongoing portfolio monitoring and rebalancing.
Flat fees for financial planning and consulting up to $10,000.
Representatives may receive commissions for securities sales through Private Client Services, LLC; normal and customary commissions apply.
Hourly fees for financial planning and consulting up to $500.
Recurring fees for financial planning and consulting up to $20,000 annually.
Fee-only: Financial planning and consulting fees charged on an hourly, flat, or recurring fee basis; hourly fees up to $500, flat fees up to $10,000, recurring fees up to $20,000 annually.
275 West Third Street, Suite 600
Vancouver, WA 98660
Washington
Private Client Services
2022 - Present (4 years)
Johnson Bixby & Associates Llc Dba Johnson Bixby
2020 - Present (6 years)
KMS Financial Services Inc.
2020 - 2020 (1 year)
Cable Hill Partners, LLC
2018 - 2020 (2 years)
UnEmployed
2017 - 2018 (1 year)
RE/MAX Whatcom County
2017 - 2017 (1 year)
UnEmployed
2016 - 2017 (1 year)
King County Superior Court
2005 - 2016 (11 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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