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Vincent E Sama

Edward Jones

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About Vincent E Sama

Vincent Sama is an investment professional with over 30 years of experience in the financial services industry. Vincent currently works with Edward Jones, a firm with over 20,000 employees and over $1 trillion in assets under management. Vincent is a registered investment advisor with the state of New York. Previously, Vincent has worked with a number of firms including Jackson National Life Distributors, Pacific Select Distributors, Capital Brokerage Corporation and Nationwide Investment Services. Vincent is a licensed investment professional. Vincent can assist clients with financial planning, pension consulting and selection of other advisors.

Firm Information

Vincent Sama is currently registered with Edward Jones. Edward Jones is a financial services firm headquartered in St. Louis, Missouri, that offers investment management and financial planning services to individuals, families, and businesses. Founded in 1941, the firm has a nationwide network of over 19,832 licensed agents and 22,210 registered representatives. Edward Jones manages approximately $10 billion to $50 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and pension plans. The firm provides a range of advisory services, including portfolio management for individuals and businesses, pension consulting, and financial planning. Edward Jones is registered with the Securities and Exchange Commission and holds licenses in all 50 states, the District of Columbia, and Puerto Rico.
Edward Jones

12555 MANCHESTER RD

ST. LOUIS, MO 63131

$824.99B

Assets Under Management

27,895

Total Clients

22,064

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

See schedule d - miscellaneous

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Vincent Sama’s Registration & Firm History

NY

11/30/2022 - Present

Edward Jones (HUNTINGTON NY)

CO

06/13/2017 - 01/14/2021

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)

CA

01/18/2008 - 06/21/2017

PACIFIC SELECT DISTRIBUTORS, LLC (NEWPORT BEACH CA)

VA

03/01/2007 - 01/16/2008

CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)

OH

01/02/2003 - 01/30/2007

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

CT

05/09/2001 - 12/20/2002

HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)

IA

01/19/2000 - 05/03/2001

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

NY

04/16/1998 - 01/14/2000

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

MI

04/13/1995 - 03/31/1998

OLDE DISCOUNT CORPORATION (DETROIT MI)

NY

10/13/1994 - 03/29/1995

GKN SECURITIES CORP. (NEW YORK NY)

FL

10/08/1994 - 10/20/1994

JW CHARLES SECURITIES,INC. (BOCA RATON FL)

TX

03/08/1993 - 09/01/1994

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NY

08/07/1992 - 03/08/1993

GKN SECURITIES CORP. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 03/24/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/21/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/06/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Vincent E Sama.
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