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Owner and Chief Compliance Officer · Vincent Wealth Advisors LLC

Jeffrey J. Vincent

CRD 2704182 · Named on Form ADV at one SEC-registered adviser

At a glance

Vincent Wealth Advisors LLC, an SEC-registered wealth manager based in Norwell, MA with $153 million in regulatory assets, lists Jeffrey J. Vincent on its Form ADV as Owner and Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Jeffrey’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.