Amanda Whitlatch
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Bandon, OR 97411-9177
Credentials
CFP®, Series 66
Industry experience
7 years
About
Amanda Whitlatch is a CFP® certificant with seven years of experience in the financial industry. She has been with Edward Jones since 2018 and previously worked for the North Bend School District from 2015 to 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of needs, with over 23,700 financial advisors nationwide. The firm offers a variety of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee accounts, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Client services
Based on Edward Jones
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Business ownership considerations
General estate planning guidance
Multi-generational wealth transfer
General retirement planning
Wealth management
Occupation focus
Founder/Business Owner
Demographic focus
Women Professionals
Fee options
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Location
1230 Oregon Ave Sw, Suite B
Bandon, OR 97411-9177
Most active in
Amanda W has reported serving >5 clients in these states in the last 12 months.
Oregon · Texas
Work history
Edward Jones
2018 - Present (8 years)
North Bend School District
2015 - 2018 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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