Jane A. Davenport

VISTA INVESTMENT PARTNERS LLC

Oklahoma City, OK 73118

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CRD#: 7884418

Professional summary

Jane Ann Davenport, who also goes by Jane Ann Davenport, Jane Ann Eastwood, Jane Ann Davenport Nye, is a registered financial advisor currently at VISTA INVESTMENT PARTNERS LLC located in Oklahoma City, Oklahoma.

Jane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jane has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jane Ann Davenport | Jane Ann Eastwood | Jane Ann Davenport Nye

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 Jane Ann Davenport'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

April 18, 2024 - Present

VISTA INVESTMENT PARTNERS LLC

Office #1: 5601 North Classen Boulevard Suite 101, Oklahoma City, OK 73118

RIA

CRD#: 286014

Oklahoma City, OK

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".

VISTA INVESTMENT PARTNERS LLC

CRD#: 286014 / SEC#: 801-108779

RIA

Registered Investment Advisory firm - (1/3/2017 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

Oklahoma
(4/18/2024)

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

State Security Law Exam

IAR

Series 65

Date: 4/18/2024

Uniform Investment Adviser Law Examination

Current Firm

VISTA INVESTMENT PARTNERS LLC

CRD#: 286014 / SEC#: 801-108779

RIA

Registered Investment Advisory firm - (1/3/2017 Approved)

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Contact information

Main Address

5601 North Classen Boulevard Suite 101, Oklahoma City, OK 73118

Mailing Address

Phone number

(405) 608-5390

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VISTA INVESTMENT PARTNERS - PART 2A BROCHURE (1/22/2025)

Regulatory assets under management

Total Number of Accounts	1,601
AUM (Assets Under Management)	$ 541,021,596

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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Jane A. Davenport

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jane Ann Davenport's CRS (Customer Relationship Summary).

Certified licenses

Experience

VISTA INVESTMENT PARTNERS LLC

Primary Firm SEC Registration

VISTA INVESTMENT PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/18/2024

Current Firm

VISTA INVESTMENT PARTNERS LLC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VISTA INVESTMENT PARTNERS LLC

TRUST BUT VERIFY

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