Vincent Dipiero

CRD 6806636

Claim This Profile

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2021-04-22
CA	RA	APPROVED	2017-08-30

TX RA
APPROVED_RES

Since 2021-04-22
CA RA
APPROVED

Since 2017-08-30

Branch Locations

San Jose, CA • United States

101 Church Street Suite 18, Los Gatos, CA 95030 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	06/2017	Present
Reach Professional Tutoring	San Jose	CA	04/2016	06/2017
Momel Partners Inc	Santa Clara	CA	11/2015	10/2016

06/2017 → Present

Edward Jones

St Louis, MO
04/2016 → 06/2017

Reach Professional Tutoring

San Jose, CA
11/2015 → 10/2016

Momel Partners Inc

Santa Clara, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-08-14

S66 Uniform Combined State Law Examination

2017-08-14

Designations

Certified Financial Planner

Other Names

Vince Michael Dipiero
Vincent Michael Dipiero

View on SEC IAPD

More in San Jose, CA

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor