Jeffrey J. Vincent

VINCENT WEALTH ADVISORS LLC

HINGHAM, MA 02043

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CRD#: 2704182

Professional summary

Jeffrey James Vincent, CFP® is a registered financial advisor currently at VINCENT WEALTH ADVISORS LLC located in Hingham, Massachusetts.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jeffrey has worked at 7 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1) Licensed insurance agent; Not investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Less than 5% of time during month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey James Vincent'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®

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

September 13, 2024 - Present

VINCENT WEALTH ADVISORS LLC

Office #1: 350 Lincoln Street Suite 2400, Hingham, MA 02043

RIA

CRD#: 332759

HINGHAM, MA

Past

November 15, 2017 - October 21, 2024

POINT ALLERTON LLC

RIA

CRD#: 126144

QUINCY, MA

Past

July 17, 2009 - December 31, 2017

VINCENT FINANCIAL GROUP

RIA

CRD#: 151003

HANOVER, MA

Past

September 22, 2008 - August 12, 2009

CATURANO WEALTH MANAGEMENT, LLC

RIA

CRD#: 125435

BOSTON, MA

Past

May 9, 2003 - September 8, 2008

LPL FINANCIAL LLC

RIA

CRD#: 6413

WOBURN, MA

Past

January 2, 2003 - September 8, 2008

LPL FINANCIAL LLC

CRD#: 6413

WOBURN, MA

Past

January 3, 2002 - December 19, 2002

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

WALTHAM, MA

Past

November 16, 2000 - December 12, 2001

AMUNDI DISTRIBUTOR US, INC.

CRD#: 24497

BOSTON, MA

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".

VINCENT WEALTH ADVISORS LLC

VINCENT WEALTH ADVISORS | VINCENT WEALTH ADVISORS, LLC | VINCENT WEALTH ADVISORS LLC

CRD#: 332759 / SEC#: 801-131070

RIA

Registered Investment Advisory firm - (9/6/2024 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

Massachusetts
(9/13/2024)

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 66

Date: 11/1/2002

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/8/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/14/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/15/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

VINCENT WEALTH ADVISORS LLC

VINCENT WEALTH ADVISORS | VINCENT WEALTH ADVISORS, LLC | VINCENT WEALTH ADVISORS LLC

CRD#: 332759 / SEC#: 801-131070

RIA

Registered Investment Advisory firm - (9/6/2024 Approved)

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Contact information

Main Address

350 Lincoln Street Suite 2400, Hingham, MA 02043

Mailing Address

Phone number

(781) 556-8623

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VWA DISCLOSURE BROCHURE (2/28/2025)

Regulatory assets under management

Total Number of Accounts	268
AUM (Assets Under Management)	$ 127,315,936

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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Advisor Monitoring

Firm Stability Insights

Jeffrey J. Vincent

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey James Vincent's CRS (Customer Relationship Summary).

Certified licenses

Experience

POINT ALLERTON LLC

VINCENT FINANCIAL GROUP

CATURANO WEALTH MANAGEMENT, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

COMMONWEALTH FINANCIAL NETWORK

AMUNDI DISTRIBUTOR US, INC.

Primary Firm SEC Registration

VINCENT WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/1/2002

Series 63

Date: 2/8/2002

Series 7

Date: 4/14/2001

Series 6

Date: 11/15/2000

Current Firm

VINCENT WEALTH ADVISORS LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VINCENT WEALTH ADVISORS LLC

TRUST BUT VERIFY

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