Vestis Advisors, LLC
Vestis Advisors, LLC (CRD# 152579) is a financial advisory firm headquartered in Houston, TX. They manage $3,649,884 in 17 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management4MILLION
Total Number of Accounts17ACCOUNTS
Average Account Value$214,699
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Jeffrey Ivy (CRD# 4924749) is an Investment Advisor Representative working at Vestis Advisors, LLC in Houston, TX and has over 12 years of experience in the finance industry. Jeffrey Ivy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.