Amanda J. Harvey

UPLEVEL WEALTH

Portland, OR 97225

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CRD#: 4448078

Professional summary

Amanda Jean Harvey, CFP®, who also goes by Amanda J Schneider, Amanda Jean Schneider, is a registered financial advisor currently at UPLEVEL WEALTH located in Portland, Oregon.

Amanda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Amanda has worked at 5 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Amanda J Schneider | Amanda Jean Schneider

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amanda Jean Harvey's 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®

CFP^®

Certified Financial Planner

Start date: 2011

Experience

Current

March 29, 2021 - Present

UPLEVEL WEALTH

Office #1: 500 Sw 116th Ave, Suite 118, Portland, OR 97225

RIA

CRD#: 312641

Portland, OR

Past

June 4, 2014 - March 29, 2021

VISTA CAPITAL PARTNERS, INC.

RIA

CRD#: 114913

PORTLAND, OR

Past

April 3, 2014 - June 4, 2014

MATISSE CAPITAL

RIA

CRD#: 155424

LAKE OSWEGO, OR

Past

June 18, 2004 - February 28, 2005

BRANDES INVESTMENT PARTNERS, LP

RIA

CRD#: 105404

SAN DIEGO, CA

Past

November 13, 2001 - April 29, 2004

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

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

California
(1/7/2025)

IAR

Oregon
(3/29/2021)

IAR

Washington
(5/23/2025)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/17/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 11/12/2001

General Securities Representative Examination

Current Firm

UPLEVEL WEALTH

UPLEVEL WEALTH | UPLEVEL WEALTH LLC

CRD#: 312641 / SEC#:

California

Registered Investment Advisory firm - (1/1/2025 Approved)

Oregon

Registered Investment Advisory firm - (2/23/2021 Approved)

Washington

Registered Investment Advisory firm - (5/23/2025 Approved)

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Contact information

Main Address

500 Sw 116th Ave, Suite 118, Portland, OR 97225

Mailing Address

Phone number

(503) 308-9067

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	148
AUM (Assets Under Management)	$ 83,609,488

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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Amanda J. Harvey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amanda Jean Harvey's CRS (Customer Relationship Summary).

Certified licenses

Experience

UPLEVEL WEALTH

VISTA CAPITAL PARTNERS, INC.

MATISSE CAPITAL

BRANDES INVESTMENT PARTNERS, LP

CHARLES SCHWAB & CO., INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 4/17/2002

Series 7

Date: 11/12/2001

Current Firm

UPLEVEL WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

UPLEVEL WEALTH

TRUST BUT VERIFY

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