James Vincent Greco

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

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

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-01-24
TX	RA	APPROVED_RES	2025-01-24

Branch Locations

3040 Us Highway 22 West Suite 240, Branchburg, NJ 08876 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Precision Financial Strategies	Manalapan	NJ	05/2015	09/2016
Unemployed	Long Valley	NJ	09/2016	10/2016
Axa Advisors, Llc.	New York	NY	10/2016	10/2017
Lincoln Financial Advisors Corporation	Whitehouse Station	NJ	10/2017	01/2025
Osaic Wealth, Inc.	Branchburg	NJ	01/2025	Present

05/2015 → 09/2016

Precision Financial Strategies

Manalapan, NJ
09/2016 → 10/2016

Unemployed

Long Valley, NJ
10/2016 → 10/2017

Axa Advisors, Llc.

New York, NY
10/2017 → 01/2025

Lincoln Financial Advisors Corporation

Whitehouse Station, NJ
01/2025 → Present

Osaic Wealth, Inc.

Branchburg, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-12-08