Jane Davenport
Vista Investment Partners · Oklahoma City, Oklahoma
Jane Davenport is a fee-only financial advisor at Vista Investment Partners in Oklahoma City, Oklahoma. Vista Investment Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Vista Investment Partners |
|---|---|
| Based in | Oklahoma City, Oklahoma |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $610.6M across 1,610 accounts |
| SEC registration | Investment adviser representative in OK · CRD 7884418 |
| Exams passed | Series 65 (2024) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.vistainvestment.com |
| Profile |
How Jane's firm compares
- Vista Investment Partners's average account is about $379,000, from its Form ADV (assets managed divided by 1,610 accounts).
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Questions about Jane
Is Jane Davenport a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jane holds no broker registration, and Vista Investment Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jane charge for financial advice?
Jane's firm, Vista Investment Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jane Davenport based?
Jane Davenport is based in Oklahoma City, Oklahoma.
Is Jane Davenport registered with the SEC?
Yes. Jane Davenport is registered as an investment adviser representative in OK (CRD 7884418), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Vista Investment Partners manage?
Vista Investment Partners reports $610.6M across 1,610 accounts in assets under management.
How do I contact Jane Davenport?
Through Jane's website, www.vistainvestment.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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