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JV

Jeffrey J. Vincent

VINCENT WEALTH ADVISORS
NORWELL, MA 02061
Some features on this profile are disabled
CRD#: 2704182
JV

Professional summary

Jeffrey James Vincent, CFP® is a registered financial advisor currently at VINCENT WEALTH ADVISORS LLC located in Norwell, 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.
The advisor shows no other business activity.

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: 101 Longwater Circle Suite 101, Norwell, MA 02061
RIA
CRD#: 332759
NORWELL, 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

BD
CRD#: 6413
WOBURN, MA
Past

January 3, 2002 - December 19, 2002

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
WALTHAM, MA
Past

November 16, 2000 - December 12, 2001

AMUNDI DISTRIBUTOR US, INC.

BD
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".
VW
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)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/1/2002
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 2/8/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 4/14/2001
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/15/2000
Investment Company Products/Variable Contracts Representative Examination

Current Firm

VW
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)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
101 Longwater Circle Suite 101, Norwell, MA 02061
Mailing Address
Phone number
(781) 556-8623
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

VWA DISCLOSURE BROCHURE (3/9/2026)

Regulatory assets under management

Total Number of Accounts319
AUM (Assets Under Management)$ 152,876,009

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.

Company Information

VINCENT WEALTH ADVISORS LLC

CRD#: 332759Norwell, MA 02061

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