JV
JV

Javier Vincenti

20 Years of Experience
Houston, TX
Broker

Javier Vincenti is a registered investment advisor at Wells Fargo Advisors, based in Houston, TX, with 20 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Houston, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
August 2024 - Present · 1 yr 9 mos
Wells Fargo Advisors Financial Network, LLC
August 2024 - Present · 1 yr 9 mos
Wells Fargo Advisors
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Wells Fargo Advisors
May 2014 - August 2024 · 10 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
May 2014 - August 2024 · 10 yrs 3 mos
J.P. Morgan Securities LLCBroker
October 2012 - June 2014 · 1 yr 8 mos
J.P. Morgan Securities LLC
October 2012 - June 2014 · 1 yr 8 mos
Chase Investment Services CORP.
June 2010 - October 2012 · 2 yrs 4 mos
Chase Investment Services CORP.Broker
June 2010 - October 2012 · 2 yrs 4 mos
Morgan Stanley Smith BarneyBroker
June 2009 - November 2009 · 5 mos
Morgan Stanley Smith Barney LLC
June 2009 - November 2009 · 5 mos
Morgan Stanley & CO. IncorporatedBroker
November 2008 - June 2009 · 7 mos
Morgan Stanley & CO. Incorporated
November 2008 - June 2009 · 7 mos
Charles Schwab & CO., INC.
August 2007 - January 2008 · 5 mos
Charles Schwab & CO., INC.Broker
August 2007 - January 2008 · 5 mos
Merrill Lynch Pierce Fenner & Smith INC.
August 2004 - July 2007 · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2004 - July 2007 · 3 yrs 1 mo
Citigroup Global Markets INC.Broker
March 2004 - May 2004 · 2 mos
State Registrations6 states
CACOGALAMATX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Javier Vincenti - Financial Advisor | TrueAdvisor