Jeffrey James Vincent

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Last updated: February 15th, 2020. Data source: SEC filings, FINRA.

Jeffrey James Vincent is a Investment Advisor at Fernwood Investment Management. Jeffrey has been registered for 19 years, and is a fiduciary.


Is Jeffrey Trusted?

According to Jeffrey's SEC and/or FINRA records, here is a summary of our findings. Note: Individuals must meet all the following regulatory requirements to be Trusted by Learn more.

Requirement Result
< 3 Customer Disputes Yes (0)
0 Terminations Yes (0)
< 3 Financial Disclosures Yes (0)
< 2 Judgement/Liens Yes (0)
< 2 Regulatory Events Yes (0)
>= 2 Total Years of Experience Yes (19)
> 2 Year Avg Duration at Employers Yes (3)
Trusted by Yes. Learn More.




  • Jeffrey is an Investment Advisor and fiduciary.
  • Jeffrey has been registered for 19 years.
  • Jeffrey has no disclosures on their record.
  • Jeffrey has no reported terminations.
  • medium

  • Jeffrey has no reported customer disputes.
  • Jeffrey has no reported financial disclosures.
  • Jeffrey has no reported judgments or liens.
  • Jeffrey has no reported regulatory events.
  • low

  • Jeffrey has an average registered tenure of 2 years or more.



The Trust algorithm did not surface any considerations for this individual. Checks take place monthly.

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Expanded Information

Feature Value
First Name Jeffrey
Last Name Vincent
FINRA Active Previously (View Finra BrokerCheck CRD#2704182)
SEC Active Yes (View SEC IAPD CRD#2704182)
Office Address 400 Crown Colony Drive Suite 101 Quincy, MA

SEC data accurate as of 02/15/2020. FINRA data accurate as of 02/12/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use. Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.