Amanda Reynolds
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
CFP®, Series 66
Industry experience
5 years
Amanda Reynolds is a CFP® with five years of industry experience, currently serving at Johnson Bixby in Vancouver, WA. Her prior roles include positions at Securities America, Inc., KMS Financial Services, and Integrated Tax Services. She serves as board chair for Union Chapel, a nonprofit church organization. Johnson Bixby is a team-based firm that provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $789.5 million in regulatory assets, employing a multi-faceted investment approach that includes asset allocation strategies, fixed-income management, and ongoing portfolio monitoring.
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)
Securities America, inc.
2020 - 2022 (2 years)
Johnson Bixby & Associates Llc Dba Johnson Bixby
2020 - Present (6 years)
Kms Financial Services, Inc.
2018 - 2020 (2 years)
Integrated Tax Services
2018 - 2018 (1 year)
UnEmployed
2017 - 2018 (1 year)
Transition Projects, Inc.
2017 - 2017 (1 year)
UnEmployed
2017 - 2017 (1 year)
Children's Trust Fund of Oregon
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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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