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HS

Heidi J. Smart

Some features on this profile are disabled
CRD#: 5473460
HS
Heidi Janell Smart

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Heidi Janell Smart, who also goes by Heidi Jannell Smart, Heidi Janell Smell, Haley Smart, was a registered financial professional .

Heidi is a previously registered financial professional and started their career in finance in 2011. Heidi had worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Aliases

Heidi Jannell Smart | Heidi Janell Smell | Haley Smart

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.
Johnson Bixby & Associates, LLC. 275 West 3rd Street, Suite 600, Vancouver, WA 98660. RIA. Client Services. 160 hrs/mo; 100 during trading hrs. Oregon Insurance License. 275 West Third Street, Suite 600, Vancouver, WA 98660. Not a producing agent.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

May 24, 2024 - July 14, 2026

JOHNSON BIXBY

RIA
CRD#: 310839
VANCOUVER, WA
Past

August 12, 2022 - July 14, 2026

PRIVATE CLIENT SERVICES, LLC

BD
CRD#: 120222
Vancouver, WA
Past

November 6, 2020 - August 12, 2022

SECURITIES AMERICA, INC.

BD
CRD#: 10205
VANCOUVER, WA
Past

May 8, 2013 - November 6, 2020

KMS FINANCIAL SERVICES, INC.

BD
CRD#: 3866
VANCOUVER, WA
Past

August 3, 2011 - May 1, 2013

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
SANDY, OR

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 - (10/16/2020 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 5/17/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/2/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 8/2/2011
Investment Company Products/Variable Contracts Representative Examination

Current Firm

JB
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
15

SEC notice filing (7 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 Accounts2,142
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.

Company Information

JOHNSON BIXBY

CRD#: 310839

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