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Vincent Todd Alessi

Edward Jones

Carlsbad, CA

CRD 5746417

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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:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2015-03-04
CA RA APPROVED 2010-03-01
  • TX RA
    APPROVED_RES
    Since 2015-03-04
  • CA RA
    APPROVED
    Since 2010-03-01

Branch Locations

5962 La Place Ct #160, Carlsbad, CA 92008 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 01/2010 Present
Other Businesses

Real Estate Type of business: Real Estate Rental Carlsbad, CA Start date: 6/20/2026 Co-Owner Hours per week: 1 Hours during trading: 0 As co-owner of the property, my role is very passive. My wife, who I co-own it with, actively manages the property. Type of business: Professional Surfing Oceanside, CA Start date: 1/1/2001 Professional Surfer Hours per week: 3 Hours during trading: 2 My responsibilities are occasional photo shoots and emailing pictures.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-02-27
  • S66 Uniform Combined State Law Examination
    2010-02-27
Other Names
  • Vincent T Alessi

View on SEC IAPD

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