Jackie Bixby is Uptown Advisor's CCO and Director of Operations. After graduating Summa Cum Laude from Alabama State University, she spent four years at E*TRADE in Atlanta. She moved back to Oregon in 2003 and continued her career at Wells Fargo where she met and worked side-by-side with Asoka Weeraratne. Jackie formed, maintained, and solidified a collaborative relationship with Asoka over those years, where she honed her client-focused and people-centric skills. Jackie is a consummate professional with a keen focus on assisting and communicating with clients with tact, compassion, and empathy.
Jackie and her husband Dan relocated to sunny Mesquite, Nevada. You can often find them playing golf on the weekends and planning their next beachfront adventure.
2800 Main St
Vancouver, WA 98663
Investment advisory services are offered through UTA, LLC dba Uptown Advisors, an investment advisor registered with the U.S. Securities and Exchange Commission. Uptown Advisors only offers investment advisory services where it is appropriately registered or exempt from registration and only after clients have entered into an investment advisory agreement confirming the terms of engagement and have been provided a copy of the firm’s ADV documents.
This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY ‘LINKED’ WEBSITE.
Copyright © 2021 Uptown Advisors | Powered by AdvisorFlex