Vincent
Alessi

Edward Jones

CRD#5746417
Investment Advisor
in Carlsbad, CA

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About this Advisor

Vincent Alessi is a financial advisor who works in Carlsbad, California, who has nine years of professional experience. Alessi is currently employed by Edward Jones. They have been an employee of Edward Jones for their total career. Alessi holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in California and Texas. Edward Jones is a firm that has its headquarters in Carlsbad, California. The investment advisory business has offices in 13,586 locations and a total of 23,408 employees. It administers $329 billion in assets under management across its 3,047,151 accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 958 charitable organizations. Of its 3,047,151 customer accounts, just 9% are associated with high-net-worth individuals who have more than $1 million in assets. The advisory firm provides a diverse array of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules usually vary depending on which services are provided. Fees billed by Edward Jones can be comprised of any combination of asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

1265 Carlsbad Village Drive Suite 220
Carlsbad, CA 92008-1972

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Edward Jones Brokerage Details

Total Assets Under Management

$328,988,570,418

CA Average: $11,469,110,461
Total Number of Employees

23,408

CA Average: 458
Total Number of Accounts

3,047,151

CA Average: 33,415
Average Account Size

$107,966

CA Average: $343,232

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Vincent Alessi Work History

Vincent has 10 years of experience.

2010 - Present (10 years)

Edward Jones

Disclosures

Vincent Alessi has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Logan Bryant
Lenoir City, TN
Brooks Farmer
Charleston, WV
Jamie Mladenoff
Hanover, PA
Jessica Millan
Rochester, NY
Samuel Bates
Saint George, UT
Shawn Bulliner
Florence, SC
Gabriel Rockers
Saint Joseph, MO
Craig Dennis
Middletown, CT

This content was compiled from the SEC and FINRA.

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