Meredith
Jones

Vincere Wealth Management, LLC

CRD#7681191
Investment Advisor
in Indianapolis, IN

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About this Advisor

Meredith Jones is a financial advisor operating in Indianapolis, Indiana. Jones currently works for Vincere Wealth Management, LLC. Their career trajectory has included roles at Vincere Wealth Management, LLC, Veterinary Emergency Group, Dr. Meredith Jones, LLC, Veterinary Financial Summit, LLC and Veterinary Referral & Critical Care. Jones maintains a Series 65 license, qualifying them as an investment advisor representative, and is approved to operate in Texas and Virginia. Vincere Wealth Management, LLC is an advisory company operating out of Indianapolis, IN. It has offices in five locations and a total of 10 advisors. It administers $44 million in assets under management across its 555 customer accounts, placing it among the smaller investment advisory firms in the United States by assets under management. Of its 555 customer accounts, 29% belong to high-net-worth investors who have at least $1 million in investable assets. The business provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically vary depending on which services the firm provides the client. However, fee types charged by Vincere Wealth Management, LLC can consist of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3500 Depauw Blvd. Suite 10818
Indianapolis, IN 46268

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Vincere Wealth Management, LLC Brokerage Details

Total Assets Under Management

$43,772,976

IN Average: $1,347,246,178
Total Number of Employees

10

IN Average: 46
Total Number of Accounts

555

IN Average: 1,775
Average Account Size

$78,870

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Meredith Jones Work History

Meredith has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Vincere Wealth Management, LLC

2022 - Present (2 years)

Vincere Wealth Management, LLC

2020 - Present (4 years)

Dr. Meredith Jones, LLC

2019 - Present (5 years)

Veterinary Financial Summit, LLC

2021 - 2022 (1 year)

Veterinary Emergency Group

2009 - 2020 (11 years)

Veterinary Referral & Critical Care

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Meredith Jones to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Vincere Wealth Management, LLC

Joshua Bennett
Indianapolis, IN
Steinar Jewett
Indianapolis, IN
Peter Uihlein
Indianapolis, IN
Travis Buck
Bozeman, MT
Jennifer Swindler
Bluffdale, UT
Renee Marinez
Denver, CO
Isaiah Douglass
Indianapolis, IN
Meredith Jones
Indianapolis, IN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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