Jeremy Distefano, financial advisor South Hamilton MA

Jeremy Distefano

CRD Number: 5091113
Current Firm: Cape Ann Capital, Inc.

Jeremy Distefano (CRD# 5091113) is an Investment Advisor Representative working at Cape Ann Capital, Inc. in South Hamilton, MA and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Cape Ann Capital Inc. Manchester, MA Mar 2016 - Current 8
Lightkeeper LLC Boston, MA Jan 2015 - Feb 2016 1
Income Research And Management Boston, MA May 2007 - Dec 2014 7

Jeremy Distefano has no recent exams reported.
Contact Info for Jeremy Distefano
Phone Number: 978-526-7541
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    167
    MILLIONS
  • Total Number of Accounts
    545
    ACCOUNTS
  • Average Account Value
    $306,166
Compensation Options
  • A percentage of assets under your management
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
Types of Clients
Registered States

FL, MA, NH, VT

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