Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Heidi Marie Johnson Bixby

Heidi Marie Johnson Bixby

CFP®

JOHNSON BIXBY

VANCOUVER, WA

·CRD# 2215324·34 years experience

Professional Summary

Heidi Marie Johnson Bixby, CFP®, who also goes by Heidi Marie Bixby, is a registered financial advisor currently at JOHNSON BIXBY located in Vancouver, Washington and PRIVATE CLIENT SERVICES, LLC located in Vancouver, Washington. Heidi is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Heidi has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 62 and Series 6...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

500–1,000

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Services Offered

Estate & Legacy Planning
Financial Planning
Retirement Planning

Other Aliases

Heidi Marie Bixby

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

Similar Advisors

Gregory Scott Bowen

Gregory Scott Bowen

MARINER

Portland, OR · CRD#

Viengsavanh Bounnam

Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Devlin William Carothers

Devlin William Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Jason Townsend Lambert

Jason Townsend Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Gregory Scott Bowen

Gregory Scott Bowen

MARINER

Portland, OR · CRD#

Viengsavanh Bounnam

Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Devlin William Carothers

Devlin William Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Jason Townsend Lambert

Jason Townsend Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Contact Information

Direct

(xxx) xxx-xxxx

Email

xxxxx@xxxx.xxx

Similar Advisors

Gregory Scott Bowen

Gregory Scott Bowen

MARINER

Portland, OR · CRD#

Viengsavanh Bounnam

Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Devlin William Carothers

Devlin William Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Jason Townsend Lambert

Jason Townsend Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Gregory Scott Bowen

Gregory Scott Bowen

MARINER

Portland, OR · CRD#

Viengsavanh Bounnam

Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Devlin William Carothers

Devlin William Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Jason Townsend Lambert

Jason Townsend Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Credentials

CFP®

Certified Financial Planner

Years of Experience

34 years in the financial services industry

Current & Past Employments

JOHNSON BIXBY·CRD# 310839

RIA

275 West Third Street Suite 600, Vancouver, WA 98660

October 16, 2020 - Present

PRIVATE CLIENT SERVICES, LLC·CRD# 120222

RIA

BD

275 West Third St, Ste 600, Vancouver, WA 98660

August 12, 2022 - Present

SECURITIES AMERICA, INC.·CRD# 10205

BD

Vancouver, WA

November 6, 2020 - August 15, 2022

KMS FINANCIAL SERVICES, INC.·CRD# 3866

RIA

Vancouver, WA

May 10, 1998 - November 5, 2020

KMS FINANCIAL SERVICES, INC.·CRD# 3866

BD

Vancouver, WA

May 4, 1993 - November 6, 2020

Similar Advisors

Gregory Scott Bowen

Gregory Scott Bowen

MARINER

Portland, OR · CRD#

Viengsavanh Bounnam

Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Devlin William Carothers

Devlin William Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Jason Townsend Lambert

Jason Townsend Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Current Firm

JB

JOHNSON BIXBY

JOHNSON BIXBY | JOHNSON BIXBY & ASSOCIATES, LLC

CRD#: 310839 / SEC#: 801-119645

RIA

Registered Investment Advisory firm - SEC (10/16/2020 Approved)

Contact Information

Main Address

275 West Third Street Suite 600, Vancouver, WA 98660

Phone Number

(360) 695-1795

# of Employees

15

SEC notice filing (7 States and Territories)

Registered to provide investment advisory services in 7 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (3/13/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,205

AUM (Assets Under Management)

$933,732,431

Similar Advisors

Gregory Scott Bowen

Gregory Scott Bowen

MARINER

Portland, OR · CRD#

Viengsavanh Bounnam

Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Devlin William Carothers

Devlin William Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Jason Townsend Lambert

Jason Townsend Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) JOHNSON BIXBY & ASSOCIATES, LLC. 275 WEST 3RD STREET, SUITE 600, VANCOUVER WA 98660. RIA. 200 HRS/MO; 90 DURING TRADING HRS. 2) INSURANCE LICENSE. 275 WEST 3RD STREET, SUITE 600, VANCOUVER, WA 98660. SELLING LIFE AND LTC INSURANCE TO CLIENTS AS WELL AS ANNUITIES. LIFE AND LTC SALES THROUGH LENZ FINANCIAL IN PORTLAND, OR. 10 HRS/MO; 2 DURING TRADNG HRS. 3) INTEGRATED TAX SERVICES, LLC. 275 WEST 3RD STREET, SUITE 600, VANCOUVER, WA 98660. LLC FOR OWNERSHIP OF TAX AND ACCOUNTING FIRM. OWNER. OVERALL LEADERSHIP OF THE MANAGEMENT TEAM, REVIEW LEGAL, HR AND ACCOUNTING ACTIVITY. I DO NOT PREPARE OR SIGN TAX RETURNS. 10 HRS/MO; 0 DURING TRADING HRS. 4) JBA PROPERTIES, LLC. 275 WEST 3RD STREET, SUITE 600, VANCOUVER WA 98660. LLC FOR OWNERSHIP AND MANAGEMENT OF COMMERCIAL REAL ESTATE PROPERTY. LEASE PROPERTY, MANAGE TENANT REQUESTS, MANAGE MAINTENANCE AND UPKEEP OF THE BUILDING. 10 HRS/MO; 1 DURING TRADING HRS. 5) RIPPLE EFFECT PROPERTIES, LLC. 275 WEST 3RD STREET, SUITE 600, VANCOUVER, WA 98660. LLC FOR OWNERSHIP AND MANAGEMENT OF COMMERCIAL REAL ESTATE PROPERTY. LEASE PROPERTY, MANAGE TENANT REQUESTS, MANAGE MAINTENANCE AND UPKEEP OF THE BUILDING. 10 HRS/MO; 1 HOUR DURING TRADING HRS. 6) RIPPLE SPACE, LLC. 275 WEST 3RD STREET, SUITE 400, VANCOUVER, WA 98660. LLC FOR SUB-LEASING COMMERCIAL SPACE AS EVENT VENUE. OWNER. OVERALL MANAGEMENT OF THE STAFF WHO LEASE THE SPACE AND MANAGE EVENTS. 5 HRS/MO; 1 HOUR DURING TRADING HRS. 7) HURLEY BUILDING HOA. 275 WEST 3RD STREET, SUITE 600, VANCOUVER, WA 98660. HOA FOR THE COMMON OWNERSHIP EXPENSES OF REAL ESTATE OWNED IN AN OFFICE CONDO. MY FLOORS ARE OWNED BY RIPPLE EFFECT PROPERTIES, LLC. ACCOUNTING AND BILL PAYING FOR THE HOA. 3 HRS/MO; 0 DURING TRADING HRS. 8) GLOBAL SOJOURNS GIVING CIRCLE. 275 WEST 3RD STREET, SUITE 600, VANCOUVER, WA 98660. GLOBAL SOJOURNS GIVING CIRCLE (GSGC) IS A 501(C)

(3) THAT CREATES SAFE SPACES IN SOUTHERN AFICIAN COUNTRIES TO EMPOWER AND EDUCATE YOUTH. BOARD MEMBER. TREASURER. 10 HRS/MO; 0 DURING TRADING HRS.

Similar Advisors

Gregory Scott Bowen

Gregory Scott Bowen

MARINER

Portland, OR · CRD#

Viengsavanh Bounnam

Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Devlin William Carothers

Devlin William Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Jason Townsend Lambert

Jason Townsend Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

JB

JOHNSON BIXBY

JOHNSON BIXBY | JOHNSON BIXBY & ASSOCIATES, LLC

CRD#: 310839 / SEC#: 801-119645

RIA

Registered Investment Advisory firm - SEC (10/16/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Arizona
(8/12/2022)

RR

California
(8/12/2022)

RR

Colorado
(8/12/2022)

RR

Florida
(8/12/2022)

RR

Idaho
(8/12/2022)

RR

Kansas
(8/12/2022)

RR

Michigan
(6/9/2026)

RR

Minnesota
(8/12/2022)

RR

Missouri
(8/12/2022)

RR

Montana
(8/12/2022)

RR

Nevada
(8/12/2022)

RR

New Jersey
(8/12/2022)

RR

New York
(8/12/2022)

RR

North Carolina
(8/16/2022)

RR

Oregon
(8/12/2022)

IAR

Texas
(10/16/2020)

RR

Texas
(8/12/2022)

RR

Virginia
(9/13/2023)

IAR

Washington
(10/16/2020)

RR

Washington
(8/12/2022)

RR

Wyoming
(6/26/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Apr 1998About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 1992About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 62 — Corporate Securities Limited Representative Examination

Passed Jun 2000

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed May 1993About the Series 6 exam

FINRA

SRO Registrations

Similar Advisors

Gregory Scott Bowen

Gregory Scott Bowen

MARINER

Portland, OR · CRD#

Viengsavanh Bounnam

Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Devlin William Carothers

Devlin William Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Jason Townsend Lambert

Jason Townsend Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Heidi Marie Johnson Bixby's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Services Offered by Heidi

Estate & Legacy Planning
Financial Planning
Retirement Planning

Similar Advisors

Gregory Scott Bowen

Gregory Scott Bowen

MARINER

Portland, OR · CRD#

Viengsavanh Bounnam

Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Devlin William Carothers

Devlin William Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Jason Townsend Lambert

Jason Townsend Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Heidi Marie Johnson Bixby

Follow Heidi

Get alerted to job moves, licensing changes, and new disclosures

Free — no card required