Peter
Jacavone
Barrett & Company
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About this Advisor
Peter Jacavone is a financial advisor based in Providence, Rhode Island, working with Barrett & Company. Peter has previously held a position at Barrett & Company. Peter has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Hampshire, Rhode Island, and Texas. Currently, Peter is part of Barrett & Company, which operates out of Providence, Rhode Island. The firm has 10 employees and manages assets totaling $370.1 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Barrett & Company includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Barrett & Company Brokerage Details
$370,060,815
10
995
$371,920
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Peter Jacavone Work History
Barrett & Company
Disclosures
Please visit the SEC profile of Peter Jacavone to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Barrett & Company
Providence, RI
Providence, RI
Providence, RI
Providence, RI
Providence, RI
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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