Jeffrey Frank Vistica
Investment adviser representative at Vistica Wealth Advisors, LLC
18 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$260.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Vistica Wealth Advisors, LLCJun 2008 to now
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Vistica Wealth Advisors, LLC
$260.1MAssets managed
122Clients
4Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4327275
- Firm CRD
- 147297