AdvisorOS Directory
Claim Profile
JB

Jackie Lee Bixby

UTA LLC·VANCOUVER, Washington
Unclaimed Profile
2800 MAIN STREET, VANCOUVER, WA 98663CRD# 3225372Firm CRD# 315427
01

About

Jackie Lee Bixby is a registered financial advisor based in VANCOUVER, Washington, affiliated with UTA LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
UTA LLC
UTA LLC
AUM
$145M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at UTA LLC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3225372
Firm CRD# 315427
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in VANCOUVER?

Browse all registered financial advisors in VANCOUVER, Washington or claim this profile if it's yours.

Browse VANCOUVER AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jackie Lee Bixby offer?
Jackie Lee Bixby specializes in Financial Planning, Investment Management. Contact their office in VANCOUVER, Washington for a consultation.
What are Jackie Lee Bixby's credentials?
Jackie Lee Bixby is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jackie Lee Bixby located?
Jackie Lee Bixby is based in VANCOUVER, Washington, working with UTA LLC. Their office serves clients in the VANCOUVER metropolitan area and surrounding communities.
How does Jackie Lee Bixby charge for services?
Jackie Lee Bixby's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UTA LLC?
UTA LLC has approximately 2 employees and manages $145M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in VANCOUVER
Ronald Joseph Sloy — SLOY DAHL & HOLST HOLDINGS, INCRobert Francis Black — NEWFOCUS FINANCIAL GROUP, LLCStuart Bradley Allen — ALLEN CAPITAL MANAGEMENT, LLCJohn Duncan Ritchie — GREAT NORTHERN ASSET MANAGEMENT, LLCChad Mitchell Burton — NEWFOCUS FINANCIAL GROUP, LLC
Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)TACOMA (62)BELLINGHAM (55)
City Guides
SEATTLE GuideBELLEVUE GuideSPOKANE GuideTACOMA GuideBELLINGHAM Guide
Research
Advisor Fees in WashingtonNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile