Jed Defalco, financial advisor East Greenwich RI

Jed Defalco

CRD Number: 5231484
Current Firm: Vetta Investments

Jed Defalco (CRD# 5231484) is an Investment Advisor Representative working at Vetta Investments in East Greenwich, RI and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Ventura Investments, LLC East Greenwich, RI Feb 2006 - Current 18
Groupe Clarins Orangeburg, NY Mar 2014 - Feb 2016 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2006
Contact Info for Jed L. Defalco
Phone Number: (401) 864-0049
Registered State(s):
  • RI
Current Firm Details
Vetta Investments
Firm's CRD Number: 141643
By the Numbers
  • Total Assets Under Management
    2
    MILLIONS
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $128,461
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

RI

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