# JEFFREY JAMES VINCENT

JEFFREY JAMES VINCENT is an investment adviser representative (IAR) with state registration records since 2003, appearing at 5 firms. Currently registered with VINCENT WEALTH ADVISORS LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [VINCENT WEALTH ADVISORS LLC](https://search.stillhousedata.com/firm/332759) | 2024-09-13 | present | Yes |
| [POINT ALLERTON LLC](https://search.stillhousedata.com/firm/126144) | 2017-11-15 | 2024-10-21 | — |
| [VINCENT FINANCIAL GROUP](https://search.stillhousedata.com/firm/151003) | 2009-07-17 | 2017-12-31 | — |
| [CATURANO WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/125435) | 2008-09-22 | 2009-08-12 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2003-05-09 | 2008-09-08 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2704182)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2704182.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.