Vincent Jiovenetta, financial advisor Islamorada FL

Vincent Jiovenetta

CRD Number: 6722316
Current Firm: Commonwealth Financial Network

Vincent Jiovenetta (CRD# 6722316) is an Investment Advisor Representative working at Commonwealth Financial Network in Islamorada, FL and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Dec 2022 - Current 1
Vincent Jiovenetta Islamorada, FL Aug 2020 - Current 3
Alma Wealth Islamorada, FL Apr 2017 - Current 7
Morgan Stanley Private Bank, N.a. New York, NY Feb 2017 - Apr 2020 3
Morgan Stanley Boca Raton, FL Oct 2016 - Apr 2020 3
Florida High School Wrestling Association Parkland, FL Aug 2016 - Aug 2019 3
Full Time Education Parkland, FL Oct 1995 - Oct 2016 21
Bellhops Parkland, FL Aug 2014 - Apr 2016 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2017
Contact Info for Vincent M. Jiovenetta
Phone Number: 781-736-0700
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    177,032
    MILLIONS
  • Total Number of Accounts
    623,075
    ACCOUNTS
  • Average Account Value
    $284,126
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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