PPrivate Fund Data Log in Join · $37/mo

Jeffrey James Vincent

Owner And Chief Compliance OfficerVincent Wealth Advisors, LLCCRD 2704182

About Jeffrey James Vincent

Jeffrey James Vincent is listed as Owner And Chief Compliance Officer at Vincent Wealth Advisors, LLC in Hingham, MA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Vincent Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jeffrey James Vincent work?

Jeffrey James Vincent is listed as Owner And Chief Compliance Officer at Vincent Wealth Advisors, LLC on SEC Form ADV.

How much of Vincent Wealth Advisors, LLC does Jeffrey James Vincent own?

Form ADV reports a beneficial ownership band of Over 75%.

Vincent Wealth Advisors, LLC

TitleOwner And Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2024
View Vincent Wealth Advisors, LLC →