Jeffrey James Vincent

Employer firm

Vincent Wealth Advisors LLC CRD 332759

$153M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 07/2009 → 12/2017
  Vincent Financial Group
  Hanover, MA
• 11/2017 → Present
  Fernwood Investment Management, Llc
  Quincy, MA
• 09/2024 → Present
  Vincent Wealth Advisors, Llc
  Hanover, MA

Previous Registrations

• 2017-11-15 → 2024-10-21
  Point Allerton Llc
  Hull, MA
• 2009-07-17 → 2017-12-31
  Vincent Financial Group
  Hanover, MA
• 2008-09-22 → 2009-08-12
  Caturano Wealth Management, Llc
  Boston, MA
• 2003-05-09 → 2008-09-08
  Lpl Financial Llc
  Woburn, MA
  Boston, MA
  Boston, MA
  Woburn, MA

Other Businesses

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

Exams

• S66 Uniform Combined State Law Examination
  2002-11-01
• S63 Uniform Securities Agent State Law Examination
  2002-02-08

Designations

• Certified Financial Planner