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 Norwell, 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
| Title | Owner And Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2024 |