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Amanda Marie Earlywine

Human Investing

Lake Oswego, OR

CRD 7795349

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Employer firm

Human Investing CRD 133017

$2.22B regulatory AUM 6 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • TAX CONSULTING AND COMPLIANCE SERVICES

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

Current Employers
Human Investing

6000 Meadows Rd Suite 105, Lake Oswego, OR 97035 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-01-29
TX RA APPROVED 2024-01-29
  • OR RA
    APPROVED
    Since 2024-01-29
  • TX RA
    APPROVED
    Since 2024-01-29

Branch Locations

6000 Meadows Rd Suite 105, Lake Oswego, OR 97035 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Human Investing, Llc Lake Oswego OR 01/2022 Present
St. Cecilia Church Beaverton OR 09/2016 09/2021
Unemployed Portland OR 10/2021 12/2021
  • 01/2022 → Present
    Human Investing, Llc
    Lake Oswego, OR
  • 09/2016 → 09/2021
    St. Cecilia Church
    Beaverton, OR
  • 10/2021 → 12/2021
    Unemployed
    Portland, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-27
  • S65 Uniform Investment Adviser Law Examination
    2024-01-27
Other Names
  • Amanda Marie Jewett

View on SEC IAPD

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