Jeffrey B. Prestine

MAR VISTA INVESTMENT PARTNERS

Los Angeles, CA 90025

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CRD#: 3258920

Professional summary

Jeffrey Bowditch Prestine is a registered financial advisor currently at MAR VISTA INVESTMENT PARTNERS, LLC located in Los Angeles, California.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jeffrey has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Bowditch Prestine's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 6, 2009 - Present

MAR VISTA INVESTMENT PARTNERS, LLC

Office #1: 11150 Santa Monica Blvd Suite 320, Los Angeles, CA 90025

RIA

CRD#: 144906

Los Angeles, CA

Past

October 3, 2006 - January 2, 2009

ROXBURY CAPITAL MANAGEMENT LLC

RIA

CRD#: 108832

SANTA MONICA, CA

Past

November 30, 1999 - July 26, 2000

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MAR VISTA INVESTMENT PARTNERS, LLC

LATIGO INVESTMENT PARTNERS, LLC | MAR VISTA INVESTMENT PARTNERS, LLC

CRD#: 144906 / SEC#: 801-68369

RIA

Registered Investment Advisory firm - (10/4/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/6/2009)

IAR

Texas
(4/5/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/2/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/10/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/26/1999

General Securities Representative Examination

Current Firm

MAR VISTA INVESTMENT PARTNERS, LLC

LATIGO INVESTMENT PARTNERS, LLC | MAR VISTA INVESTMENT PARTNERS, LLC

CRD#: 144906 / SEC#: 801-68369

RIA

Registered Investment Advisory firm - (10/4/2007 Approved)

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Contact information

Main Address

11150 Santa Monica Blvd Suite 320, Los Angeles, CA 90025

Mailing Address

Phone number

(310) 917-2800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A (10/23/2025)

ADV 2B (3/14/2025)

Regulatory assets under management

Total Number of Accounts	268
AUM (Assets Under Management)	$ 1,509,969,079

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jeffrey B. Prestine

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Bowditch Prestine's CRS (Customer Relationship Summary).

Certified licenses

Experience

MAR VISTA INVESTMENT PARTNERS, LLC

ROXBURY CAPITAL MANAGEMENT LLC

PRUDENTIAL EQUITY GROUP, LLC

Primary Firm SEC Registration

MAR VISTA INVESTMENT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/2/2006

Series 63

Date: 12/10/1999

Series 7

Date: 11/26/1999

Current Firm

MAR VISTA INVESTMENT PARTNERS, LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MAR VISTA INVESTMENT PARTNERS, LLC

TRUST BUT VERIFY

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