Amanda Kathleen Johnson

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2019 → Present
  Jill Ruser
  Spokane, WA
• 01/2019 → 03/2021
  Waddell & Reed
  Spokane, WA
• 12/2018 → 01/2019
  Waddell & Reed
  Spokane, WA
• 06/2017 → 11/2018
  Liberty Mutual Insurance
  Fenton, MO
• 04/2014 → 06/2017
  Liberty Mutual Insurance
  Seattle, WA
• 08/2019 → Present
  Amanda Johnson Notary Public
  Spokane, WA
• 02/2019 → Present
  Various Insurance Carriers For W&R Ins Agencies
  Spokane, WA
• 12/2018 → 07/2020
  Checks And Balances
  Manassas, VA
• 01/2020 → Present
  Maynard Azose
  Spokane, WA
• 12/2020 → Present
  Azose & Associates, Llc
  Spokane, WA
• 03/2021 → Present
  Royal Alliance Associates, Inc.
  Spokane, WA

Previous Registrations

• 2019-03-05 → 2021-03-17
  Waddell & Reed
  Seattle, WA
  Spokane, WA
• 2012-10-04 → 2014-04-07
  Edward Jones
  Maryland Heights, MO
  Seattle, WA
  Maryland Heights, MO

Other Businesses

1. 02/2019-PRESENT,VARIOUS INSURANCE CARRIERS FOR W&R INSURANCE AGENCIES,SPOKANE WA,INVESTMENT RELATED,INSURANCE,INSURANCE AGENT,0HRS/MO,0HRS/MO DURING TRADING 2. AZOSE JOHNSON & ASSOCIATES, LLC POSITION: Partner NATURE: S Corporation LLC to manage business expenses, taxes, payroll, and employee benefits. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 528 E Spokane Falls Blvd, Suite 303, Spokane WA 99202, United States DESCRIPTION: Accounting, payroll, and benefit management for business. 3. AMANDA JOHNSON NOTARY POSITION: Notary Public NATURE: Notary Public INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/19/2019 ADDRESS: 528 E Spokane Falls Blvd, Suite 303, Spokane WA 99202, United States DESCRIPTION: I provide notary public services for our existing client base

Exams

• S66 Uniform Combined State Law Examination
  2019-03-05

Other Names

• Amanda Phillips
• Amanda Kathleen Phillips
• Amanda Kathleen Johnson
• Amanda Johnson