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.
Credentials
CFP®, Series 66
Experience Industry experience
7 years
Location
Bandon, OR 97411-9177
Edward Jones
Institution
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.
Based on Edward Jones
$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.
Bandon, OR
1230 Oregon Ave SW, Suite B
Bandon OR 97411-9177
Advisors at this office
2
Oregon · Texas
7 years of industry experience
Edward Jones
2018 - Present • 8 years
St Louis, MO
North Bend School District
2015 - 2018 • 3 years
North Bend, OR
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Bandon, OR
The AmeriFlex Group
Shellissa Cassoday is a CFP®-certified financial advisor with The AmeriFlex Group and has four years of industry experience. Her prior work includes roles at Cambridge Investment Research, OSAIC, and Sagepoint Financial, as well as earlier experience with the Social Security Administration. Outside of financial advising, she owns and operates a HiFi audio sales business and serves as a notary public. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.
Series 63, Series 65
Myrtle Point, OR
Cetera
Edward Fandel is a financial advisor with Cetera, holding Series 63 and Series 65 designations and possessing 22 years of industry experience. His prior roles include positions at Avantax Insurance Agency LLC and Avantax Advisory Services. Outside of his advisory work, he serves as a board member and secretary for the Powers Public Schools 31 Foundation and is a board member of the Myrtle Point Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, supporting both discretionary and non-discretionary strategies.
Series 66
Bandon, OR
Edward Jones
Erin Robertson is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2023, she worked for ten years with the Bandon School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.
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