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Jane Ann Eastwood

VISTA INVESTMENT PARTNERS LLC·OKLAHOMA CITY, Oklahoma
VISTA INVESTMENT PARTNERS LLC
5601 NORTH CLASSEN BOULEVARD, OKLAHOMA CITY, OK 73118CRD# 7884418Firm CRD# 286014

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jane Ann Eastwood · OKLAHOMA CITY, OK
Registration
CRD #7884418 · VISTA INVESTMENT PARTNERS LLC
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Jane Ann Eastwood is a registered financial advisor based in OKLAHOMA CITY, Oklahoma, affiliated with VISTA INVESTMENT PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
VISTA INVESTMENT PARTNERS LLC
VISTA INVESTMENT PARTNERS LLC
AUM
$475M
Regulatory assets under management
Employees
8
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7884418
Firm CRD# 286014
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jane Ann Eastwood offer?
Jane Ann Eastwood specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OKLAHOMA CITY, Oklahoma for a consultation.
What are Jane Ann Eastwood's credentials?
Jane Ann Eastwood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jane Ann Eastwood located?
Jane Ann Eastwood is based in OKLAHOMA CITY, Oklahoma, working with VISTA INVESTMENT PARTNERS LLC. Their office serves clients in the OKLAHOMA CITY metropolitan area and surrounding communities.
How does Jane Ann Eastwood charge for services?
Jane Ann Eastwood's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VISTA INVESTMENT PARTNERS LLC?
VISTA INVESTMENT PARTNERS LLC has approximately 8 employees and manages $475M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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