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Jeffrey Frank Vistica

Managing Principal/CcoVistica Wealth Advisors, LLCCRD 4327275

About Jeffrey Frank Vistica

Jeffrey Frank Vistica is listed as Managing Principal/Cco at Vistica Wealth Advisors, LLC in Carlsbad, CA. Form ADV reports a beneficial ownership band of Under 5%. Jeffrey Frank Vistica is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Vistica Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jeffrey Frank Vistica work?

Jeffrey Frank Vistica is listed as Managing Principal/Cco at Vistica Wealth Advisors, LLC on SEC Form ADV.

How much of Vistica Wealth Advisors, LLC does Jeffrey Frank Vistica own?

Form ADV reports a beneficial ownership band of Under 5%.

Vistica Wealth Advisors, LLC

TitleManaging Principal/Cco
OwnershipUnder 5%
Control personYes
Since2008
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Vistica Wealth Advisors, LLC

TitleTrustee
Ownership50-75%
Control personYes
Since2015
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