Heidi Marie Johnson bixby
Investment adviser representative at Johnson Bixby
33 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$933.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
33 years in the industry.
- Private Client ServicesAug 2022 to now
- Ripple Space, LLCApr 2021 to now
- Johnson BixbyOct 2020 to now
- Johnson Bixby & Associates LLC dba Johnson BixbyOct 2020 to now
- Ripple Effect Properties, LLCOct 2019 to now
- Integrated Tax Services, LLCJan 2010 to now
- Jba Properties, LLCAug 2005 to now
- Securities America, Inc.Nov 2020 to Aug 2022
- The Difference, Inc.Jan 2016 to Dec 2023
- Jba Retail, Inc.Jan 2012 to Dec 2022
- Johnson Bixby & Associates LLCNov 1998 to Oct 2020
- Kms Financial Services, Inc.May 1993 to Nov 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Johnson Bixby
Legal name: Johnson Bixby & Associates, LLC
$933.7MAssets managed
777Clients
13Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2215324
- Firm CRD
- 310839