Unclaimed Profile

Jane Ann Eastwood

VISTA INVESTMENT PARTNERS LLC·OKLAHOMA CITY, Oklahoma

Series 65Clean record2 years registeredVISTA 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 · 2 years registered

Brand Profile

Not yet started

Career History

VISTA INVESTMENT PARTNERS LLC

Apr 2024 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 18, 2024

Years registered · 2

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VISTA INVESTMENT PARTNERS LLC

CRD 286014 · SEC 801-108779

AUM

$475M

Regulatory assets under management

Employees

1,476 client accounts

Services offered by VISTA INVESTMENT PARTNERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VISTA INVESTMENT PARTNERS LLC →

Introduction

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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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