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
| Title | Managing Principal/Cco |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2008 |
Vistica Wealth Advisors, LLC
| Title | Trustee |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2015 |