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Jessie Linn Hale

Vita Wealth Advisors, LLC

Manhattan Beach, CA

CRD 7858932

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Employer firm

Vita Wealth Advisors, LLC CRD 331838

$54.5M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Vita Wealth Advisors, Llc

24 Westport Fl 2, Manhattan Beach, CA 90266 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-07-17
  • CA RA
    APPROVED
    Since 2024-07-17

Branch Locations

24 Westport Fl 2, Manhattan Beach, CA 90266 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Northern Trust Company Pasadena CA 02/2005 03/2024
Vita Wealth Advisors, Llc Hermosa Beach CA 06/2024 Present
  • 02/2005 → 03/2024
    The Northern Trust Company
    Pasadena, CA
  • 06/2024 → Present
    Vita Wealth Advisors, Llc
    Hermosa Beach, CA
Designations
  • Certified Financial Planner
Other Names
  • Jessie Hostetler
  • Jessie Mccombs

View on SEC IAPD

Nearby Firms

BEACH CITIES WEALTH MANAGEMENT, LLC
ACIES INVESTMENTS MANAGEMENT, LLC
WALLENDER, TIMOTHY JOSEPH

Nearby Investors

BRETT VAN COTT NIVEN
MICHAEL PAUL WOODS
TIMOTHY WALLENDER

Nearby Offices

BEACH CITIES WEALTH MANAGEMENT, LLC · MANHATTAN BEACH, CA
ACIES INVESTMENTS MANAGEMENT, LLC · MANHATTAN BEACH, CA
WALLENDER, TIMOTHY JOSEPH · MANHATTAN BEACH, CA

More in Manhattan Beach, CA

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