AdFi
JJ

Jeffrey James Vincent

Investment Adviser Representative at VINCENT WEALTH ADVISORS LLC

Norwell, MACRD #2704182Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
23 yrs
States Registered
1 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Massachusetts
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/1/2002
Series 63
Uniform Securities Agent State Law Examination
Passed 2/8/2002
Series 7
General Securities Representative Examination
Passed 4/14/2001
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 11/15/2000

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Vincent Wealth Advisors LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

VINCENT WEALTH ADVISORS LLCCurrent
9/13/2024 – Norwell, MA
FERNWOOD INVESTMENT MANAGEMENT, LLC
11/15/2017 – 10/21/2024Quincy, MA
VINCENT FINANCIAL GROUP
7/17/2009 – 12/31/2017Hanover, MA
CATURANO WEALTH MANAGEMENT, LLC
9/22/2008 – 8/12/2009Boston, MA
LPL FINANCIAL CORPORATION
5/9/2003 – 9/8/2008Woburn, MA

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeffrey James Vincent has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.