Lana J. Alvarez

JOHNSON BIXBY

VANCOUVER, WA 98660

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CRD#: 2708275

Professional summary

Lana Jean Alvarez, who also goes by Lana Jean Alvarez, Lana Jean Robbins, is a registered financial advisor currently at JOHNSON BIXBY located in Vancouver, Washington.

Lana is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Lana has worked at 6 firms and has passed the Series 65, Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lana Jean Alvarez | Lana Jean Robbins

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) Landlord; Investment-Related; 1117 SE 130th Avenue, Vancouver, WA 98683; Manage a residential property; Landlord; 07/2007; Approx 1 hour per month devoted to other business; 0 hours per month during securities trading hours; Collect Rent, Fill Vacancies, Assist with Overseeing maintenance/repairs.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lana Jean Alvarez's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 4, 2022 - Present

JOHNSON BIXBY

Office #1: 275 West Third Street Suite 600, Vancouver, WA 98660

RIA

CRD#: 310839

VANCOUVER, WA

Past

May 8, 2003 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

May 8, 2003 - December 20, 2006

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

VANCOUVER, WA

Past

April 26, 2000 - July 30, 2002

TD AMERITRADE, INC.

CRD#: 7870

OMAHA, NE

Past

June 23, 1998 - April 7, 2000

COLUMBIA FINANCIAL CENTER INCORPORATED

CRD#: 23562

PORTLAND, OR

Past

May 1, 1997 - November 5, 1997

JACK WHITE & COMPANY, INC.

CRD#: 7645

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".

JOHNSON BIXBY

JOHNSON BIXBY | JOHNSON BIXBY & ASSOCIATES, LLC

CRD#: 310839 / SEC#: 801-119645

RIA

Registered Investment Advisory firm - (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.

Highlighted states indicate IAR registrations

IAR

Washington
(1/4/2022)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/3/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 8/25/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/15/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/30/1997

General Securities Representative Examination

Current Firm

JOHNSON BIXBY

JOHNSON BIXBY | JOHNSON BIXBY & ASSOCIATES, LLC

CRD#: 310839 / SEC#: 801-119645

RIA

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

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Contact information

Main Address

275 West Third Street Suite 600, Vancouver, WA 98660

Mailing Address

Phone number

(360) 695-1795

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (2/28/2025)

Regulatory assets under management

Total Number of Accounts	2,142
AUM (Assets Under Management)	$ 789,526,420

Red Flags

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.

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Advisor Monitoring

Firm Stability Insights

Lana J. Alvarez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lana Jean Alvarez's CRS (Customer Relationship Summary).

Certified licenses

Experience

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

TD AMERITRADE, INC.

COLUMBIA FINANCIAL CENTER INCORPORATED

JACK WHITE & COMPANY, INC.

Primary Firm SEC Registration

JOHNSON BIXBY

State Registrations and Notice Filings

Exams

Series 65

Date: 1/3/2022

Series 66

Date: 8/25/2003

Series 63

Date: 5/15/1997

Series 7

Date: 4/30/1997

Current Firm

JOHNSON BIXBY

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

JOHNSON BIXBY

TRUST BUT VERIFY

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