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.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
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 |
- RI
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts13ACCOUNTS
-
Average Account Value$128,461
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
RI
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