Vincente Guarino

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2014 → 11/2020
  Ironwood Investment Counsel
  Scottsdale, AZ
• 12/2020 → 08/2023
  O'NEill Beer Company
  Reno, NV
• 01/2023 → 10/2023
  Appreciation Financial
  Reno, NV
• 11/2023 → 08/2024
  Kingdom Financial Group, Llc
  Phoenix, AZ
• 09/2024 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2023-11-14 → 2024-08-01
  Kingdom Financial Group, Llc
  Peoria, AZ
• 2013-10-29 → 2014-03-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 2010-05-07 → 2013-07-24
  Usaa Financial Planning Services
  Phoenix, AZ
• 2008-08-28 → 2010-04-16
  Charles Schwab & Co., Inc.
  Phoenix, AZ
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2024-11-04
• S63 Uniform Securities Agent State Law Examination
  2007-05-21

Designations

• Certified Financial Planner

Other Names

• Vincente David Guarino
• Vincente Guarino
• Vincente D Guarino