Vincent
Alessi

Edward Jones

CRD#5746417
Investment Advisor
in Carlsbad, CA
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About this Advisor

Vincent Alessi is a financial advisor working out of Carlsbad, California, who has been in the financial industry for 10 years. Alessi currently works for Edward Jones. Their career trajectory has included roles at The Keating Hotel and Edward Jones. Alessi maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in California and Texas. Edward Jones is an advisory business that has its headquarters in Carlsbad, California. The investment advisory business has offices in 12,884 locations and a total of 23,510 employees. It administers $312 billion in assets under management among its 2,500,304 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 852 charitable organizations. Of its 2,500,304 accounts, just 7% are associated with high-net-worth clients who have at least $1 million in investable assets. The business performs a wide set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees depend on which services the firm provides the client. Fees billed by Edward Jones can be comprised 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 (9 years)

Edward Jones

2009 - 2009 (< 1 year)

The Keating Hotel

2008 - 2009 (1 year)

The Keating Hotel

Disclosures

Vincent Alessi has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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