Ex-Wall Street Advisor to the Wealthy: What He’s Up to Now
By the Vincere Portfolios team
2 min read · Advertorial
Tue, Oct 13 · 8 pm ET · On Zoom · Free
Save My Free Seat »You watch online and can ask Brian your questions.
Futures trading involves substantial risk of loss.
Five things to check before any trading program touches your money. Ours included.
- Who holds the money? Ask: does my money ever leave my own account? Here: we never hold it. It stays in your own brokerage account or IRA, in your name. Trading losses and broker fees come out of that account.
- Are the rules written down? Ask: is every buy and every sell decided by a written rule, fixed before the trade? Here: every trade follows a fixed, written rule. The point where it gets out is set before it gets in. When prices move fast, it can get out at a worse price than planned.
- What stays open overnight? Ask: what is still open when the market closes? Here: nothing, by design. Trades are opened and closed during the day.
- What can it lose? Ask to see every losing month, and which part of the record is live and which is simulated. Here: it trades futures. With futures a small amount of money controls a much larger amount, so losses can be fast and large. On Tuesday, ask Brian to put the record on screen, month by month, losing months included.
- What do you pay? Ask: is it a flat price, a yearly percentage of my account, or a cut of my gains? Here: one price for a set period, then a smaller yearly renewal. No percentage of your account and no cut of your gains. A monthly fee for the computer that runs the program and your broker’s trading fees are separate.
No straight answer on all five? Walk away. That goes for us too.
Put all five to Brian Jackson yourself, live on Tuesday.
Before you decide: who it is for, and what it costs
The program costs from $8,000 for the first year, then a smaller yearly fee to keep using it, and it needs an account of about $30,000 or more. A monthly fee for the computer that runs it and your broker’s trading fees are separate. It runs in an IRA or a brokerage account, not in a retirement plan at work. It is for money you will not need for years and could afford to lose, not for money that pays your bills.
The briefing is live on Zoom, about an hour. You watch and type your questions; other attendees cannot see or hear you. Everyone who registers is sent the replay. It presents Vincere’s trading program, which is a paid product. A sales call, before or after, is optional.
Who you will hear from
For nearly 20 years, Brian Jackson advised wealthy clients on what to do with their money.
He was a Senior Vice President of Investments at Wells Fargo Advisors.
“After nearly 20 years advising high-net-worth clients at some of the largest names in wealth management, I’ve evaluated almost every product Wall Street sells to serious investors.”
Now he works for Vincere Portfolios.
From Brian Jackson’s statement on Vincere’s event page. He works for Vincere, which sells the program described here.
The man on the other side of the desk
Brian Jackson is a former Senior Vice President of Investments at Wells Fargo Advisors.
“After nearly 20 years advising high-net-worth clients at some of the largest names in wealth management, I’ve evaluated almost every product Wall Street sells to serious investors.”
Now he is Senior Managing Director at Vincere Portfolios, which sells the program, and he hosts its free weekly briefing.
From Brian Jackson’s statement on Vincere’s event page. He works for Vincere, which sells the program.
Excerpts from Brian Jackson’s statement on Vincere’s event page. He is Vincere’s Senior Managing Director, and Vincere sells the program. The files he read are Vincere’s own record, and Vincere’s own disclaimer says all content is to be considered hypothetical. This is the seller’s view, not an independent review.
Free and live on Tuesday, 8 pm Eastern
Brian shows how a written rule set opens and closes each trade, and which parts of the record are live and which are simulated. Then he takes your questions, live on Zoom.
Put your own questions to Brian Jackson, live on Tuesday.
Save My Free Seat »Futures trading involves substantial risk of loss.Futures trading involves substantial risk of loss and is not suitable for all investors. Do not trade money you cannot afford to lose.
Paid advertisement for Vincere Portfolios. Not investment advice. The briefing is free; the program is a paid software license. It costs from $8,000 for the first year plus fees and needs an account of about $30,000 or more. Futures trading involves substantial risk of loss and is not suitable for all investors. Vincere Trading LLC / Vincere Portfolios is not a registered investment adviser, broker-dealer or commodity trading advisor and does not manage money. Wells Fargo Advisors is not affiliated with Vincere.
This is a paid advertisement for Vincere Portfolios. It is not a news article and it is not investment advice. The briefing is free to attend; the software license is a paid product. The program costs from $8,000 for the first year, then a smaller yearly fee, plus a monthly fee for the computer that runs it and your broker’s trading fees. It needs an account of about $30,000 or more, in an IRA or a brokerage account. Vincere Trading LLC / Vincere Portfolios licenses software. It is not registered as a broker-dealer, an investment adviser or a commodity trading advisor, and it does not manage money. Futures trading involves substantial risk of loss and is not suitable for all investors. Past performance, live or simulated, does not guarantee future results.
Wells Fargo Advisors is not affiliated with Vincere Portfolios.
Stocks and bonds. S&P 500 index and Bloomberg U.S. Aggregate Bond Index, total returns over calendar year 2022 (dividends and interest counted).
Prices. U.S. Bureau of Labor Statistics, Consumer Price Index for All Urban Consumers, all items, not seasonally adjusted: September 2016 (241.428) to September 2026 (336.940).
Vincere Trading LLC. Phone +1 205-793-5159. Email info@vincereportfolios.com.
Privacy Policy · Terms of Service