Answer a few questions and
get matched with an advisor.
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
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Edward Jones Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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.
The Keating Hotel
The Keating Hotel
Vincent Alessi has no disclosures.
Please visit their SEC profile for more details.