Jeffrey Vincent has been Owner and Chief Compliance Officer of Vincent Wealth Advisors since July 2024, is a control person of the firm and directly owns 75% or more of it. Jeffrey Vincent holds a Bachelor of Science in Finance from Boston College and a Master of Business Administration from Boston College Carroll School of Management.
Vincent Wealth Advisors LLC is a Norwell, MA firm with $153M under management, 83 clients and 1 adviser in one office, as of its March 2026 filing.
Jeffrey J. Vincent is Founder & President of Vincent Wealth Advisors. He has over 20 years of experience in senior roles within the financial services industry, and founded the firm in 2024. From 2018 through 2024 he was Sr. Vice President and Director of Wealth Management at Fernwood Investment Management, LLC. He is responsible for managing client portfolios and providing financial planning services to the firm's clients.
Jeffrey Vincent’s longest registration was 8 years at Vincent Financial Group (2009–2017). Before joining Vincent Wealth Advisors in 2024, Jeffrey Vincent was registered through Fernwood Investment Management, LLC and Vincent Financial Group.
- Vincent Wealth Advisors LLCCurrent– present · 2 yearsNorwell, MA · Adviser representative · Firm CRD 332759
- Fernwood Investment Management, LLC– · 6 yearsQuincy, MA · Adviser representative · Firm CRD 126144
- Vincent Financial Group– · 8 yearsHanover, MA · Adviser representative · Firm CRD 151003
- Caturano Wealth Management, LLC– · under a yearBoston, MA · Adviser representative · Firm CRD 125435
- LPL Financial Corporation– · 5 yearsWoburn, MA · Adviser representative · Firm CRD 6413
Professional designations
Listed by Vincent Wealth Advisors
- CFP®
Investment adviser representative registrations
Jeffrey Vincent is registered as an investment adviser representative in Massachusetts, since September 2024.
- MassachusettsSince 13 September 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 1 November 2002 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 February 2002 |
| Series 7 | General Securities Representative Examination | 14 April 2001 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 15 November 2000 |
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jeffrey James Vincent
- CRD
- 2704182
- Firm
- Vincent Wealth Advisors · CRD 332759
- Role
- Owner and Chief Compliance Officer
- Office
- 101 LONGWATER CIRCLE, SUITE 101, Norwell, MA 02061
- Registration
- Investment adviser registration
- In the industry since
- May 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- vincentwealth.com
Where does Jeffrey Vincent work?
Jeffrey Vincent has been Owner and Chief Compliance Officer of Vincent Wealth Advisors LLC since July 2024, and is a control person of the firm.
Is Jeffrey Vincent a financial advisor?
Yes. Jeffrey Vincent has a current investment-adviser registration in Massachusetts, through Vincent Wealth Advisors since September 2024.
How many years of experience does Jeffrey Vincent have?
Jeffrey Vincent has 23 years in the financial industry, since May 2003, across 5 adviser firms.
What exams has Jeffrey Vincent passed?
Jeffrey Vincent has passed 4 licensing exams: the Series 6, Series 7, Series 63 and Series 66. The earliest, the Series 6, was passed in November 2000.
Where did Jeffrey Vincent work before Vincent Wealth Advisors?
Before Vincent Wealth Advisors, Jeffrey Vincent was registered through Vincent Financial Group, July 2009 to December 2017; Caturano Wealth Management, LLC, September 2008 to August 2009; LPL Financial Corporation, May 2003 to September 2008.
Where is Jeffrey Vincent based?
Jeffrey Vincent’s registered office is in Norwell, MA.
Is Jeffrey Vincent registered with FINRA?
No. Jeffrey Vincent has no current broker registration.
Is Jeffrey Vincent a CFP?
Vincent Wealth Advisors lists Jeffrey Vincent with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Jeffrey Vincent’s record?
Search CRD 2704182 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Vincent’s full registration record.