Unclaimed Profile

Jeffrey Bowditch Prestine

MAR VISTA INVESTMENT PARTNERS, LLC·LOS ANGELES, California

Series 7, Series 63, Series 65Clean record19 years registeredMAR VISTA INVESTMENT PARTNERS, LLC

11150 SANTA MONICA BLVD, LOS ANGELES, CA 90025CRD# 3258920Firm CRD# 144906

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Bowditch Prestine · LOS ANGELES, CA

Registration

CRD #3258920 · MAR VISTA INVESTMENT PARTNERS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

MAR VISTA INVESTMENT PARTNERS, LLC

Jan 2009 – present

ROXBURY CAPITAL MANAGEMENT LLC

Oct 2006 – Jan 2009

SANTA MONICA, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · October 3, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MAR VISTA INVESTMENT PARTNERS, LLC

CRD 144906 · SEC 801-68369

AUM

$2.3B

Regulatory assets under management

Employees

386 client accounts

Services offered by MAR VISTA INVESTMENT PARTNERS, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at MAR VISTA INVESTMENT PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Bowditch Prestine offer?

Jeffrey Bowditch Prestine specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LOS ANGELES, California for a consultation.

What are Jeffrey Bowditch Prestine's credentials?

Jeffrey Bowditch Prestine is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Bowditch Prestine located?

Jeffrey Bowditch Prestine is based in LOS ANGELES, California, working with MAR VISTA INVESTMENT PARTNERS, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does Jeffrey Bowditch Prestine charge for services?

Jeffrey Bowditch Prestine's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MAR VISTA INVESTMENT PARTNERS, LLC?

MAR VISTA INVESTMENT PARTNERS, LLC has approximately 17 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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