JF
Jeffrey Frank Vistica
CRD 4327275
Certified Financial Planner
Chartered Financial Consultant
Firms
| Firm | Role | As of |
|---|---|---|
| Vistica Wealth Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Vistica Wealth Advisors, Llc
Managing Principal/Cco · Less than 5% · Mar 2024
-
Vistica Wealth Advisors, Llc
Trustee · 50% – 75% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗