Unclaimed Profile

Robert Schultz Jackson

VISTA FINANCIAL ADVISORS, INC.·PONTE VEDRA BEACH, Florida

Series 5, Series 7, Series 24, Series 63Clean record31 years registeredVISTA FINANCIAL ADVISORS, INC.

135 PROFESSIONAL DRIVE, PONTE VEDRA BEACH, FL 32082CRD# 871658Firm CRD# 136490

Profile Verification

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

Identity

Robert Schultz Jackson · PONTE VEDRA BEACH, FL

Registration

CRD #871658 · VISTA FINANCIAL ADVISORS, INC. · 31 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VISTA FINANCIAL ADVISORS, INC.

VISTA FINANCIAL ADVISORS, INC.

Apr 1995 – Dec 2019

Ponte Vedra Beach, FL

Registrations & Exams

FINRA examinations passed

Series 5

Series 7

Series 24

Series 63

Registration record

First registered · April 6, 1995

Years registered · 31

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VISTA FINANCIAL ADVISORS, INC.

CRD 136490 · SEC 801-64833

AUM

$69M

Regulatory assets under management

Employees

595 client accounts

Services offered by VISTA FINANCIAL ADVISORS, INC.

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at VISTA FINANCIAL ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Robert Schultz Jackson offer?

Robert Schultz Jackson specializes in Investment Management.

What are Robert Schultz Jackson's credentials?

Robert Schultz Jackson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Schultz Jackson located?

Robert Schultz Jackson is based in PONTE VEDRA BEACH, Florida, last registered with VISTA FINANCIAL ADVISORS, INC..

How does Robert Schultz Jackson charge for services?

Robert Schultz Jackson's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VISTA FINANCIAL ADVISORS, INC.?

VISTA FINANCIAL ADVISORS, INC. has approximately 3 employees and manages $69M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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