Jessie L. Hale

VITA WEALTH ADVISORS

MANHATTAN BEACH, CA 90266

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CRD#: 7858932

Professional summary

Jessie Linn Hale, who also goes by Jessie Hostetler, Jessie Mccombs, is a registered financial advisor currently at VITA WEALTH ADVISORS, LLC located in Manhattan Beach, California.

Jessie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jessie has worked at 1 firm and has passed the SIE exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jessie Hostetler | Jessie Mccombs

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 Jessie Linn Hale's 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

July 17, 2024 - Present

VITA WEALTH ADVISORS, LLC

Office #1: 24 Westport Fl 2, Manhattan Beach, CA 90266

RIA

CRD#: 331838

MANHATTAN BEACH, CA

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
(7/17/2024)

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

General Industry/Product Exam

SIE

Date: 2/22/2024

Securities Industry Essentials Examination

Current Firm

VITA WEALTH ADVISORS, LLC

CRD#: 331838 / SEC#:

California

Registered Investment Advisory firm - (7/17/2024 Approved)

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Contact information

Main Address

24 Westport Fl 2, Manhattan Beach, CA 90266

Mailing Address

Phone number

(310) 243-6442

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	19
AUM (Assets Under Management)	$ 45,406,411

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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Jessie L. Hale

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jessie Linn Hale's CRS (Customer Relationship Summary).

Certified licenses

Experience

VITA WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

SIE

Date: 2/22/2024

Current Firm

VITA WEALTH ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

VITA WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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