Kailee Aparicio
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 66
Industry experience
2 years
Kailee Aparicio is a financial advisor at Johnson Bixby with a Series 66 designation and two years of industry experience. She has worked at Johnson Bixby since 2022 and has held other roles including positions in private client services and public relations. Johnson Bixby serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, providing discretionary asset management along with financial planning and consulting. The firm’s investment approach includes strategic asset allocation, 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
Johnson Bixby
2024 - Present (2 years)
Private Client Services
2023 - Present (3 years)
Johnson Bixby
2022 - 2024 (2 years)
PR By Crystal Boles, Inc.
2020 - 2022 (2 years)
Resonance Wines
2019 - 2019 (1 year)
University of Portland
2018 - 2022 (4 years)
TKF Law
2018 - 2018 (1 year)
Chehalem Park and Recreation District
2017 - 2018 (1 year)
Newberg High School
2014 - 2018 (4 years)
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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