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Peter Albert Jacavone

Barrett & Co.

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About Peter Albert Jacavone

Peter Jacavone is an Investment Advisor Representative with Barrett & Co. located in Providence, Rhode Island. Peter has been in the financial services industry since 1984 and has been with Barrett & Co. since 1995. Peter has a broad range of experience in financial planning, portfolio management, and pension consulting. Peter is also a registered investment advisor representative in New Hampshire, Rhode Island, and Texas.

Firm Information

Peter Jacavone is currently registered with Barrett & Co.. Barrett & Co. is a Corporation registered with the SEC since 1992. Headquartered in PROVIDENCE, RI, they provide financial planning, pension consulting and portfolio management services to individuals, high-net-worth individuals, corporations and other businesses, pension and profit sharing plans. They have a total of 14 regulatory events and 3 arbitration disclosures.
Barrett & Co.

42 WEYBOSSET STREET

PROVIDENCE, RI 02903-2855

$370.06M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Peter Jacavone’s Registration & Firm History

RI

12/13/2022 - Present

Barrett & Co. (PROVIDENCE RI)

NA

11/20/1989 - 12/12/1995

AMERICAN SECURITIES & RESEARCH CORPORATION

MA

07/06/1988 - 12/02/1989

CAMBRIDGE-NEWPORT COMPANY (THE) (SPRINGFIELD MA)

NA

04/13/1984 - 07/15/1988

FIRST INVESTORS CORPORATION

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Licenses & Designations

IA

Issued 08/20/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/11/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/15/1987

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/13/1992

Series 62 - Corporate Securities Limited Representative Examination

BC

Issued 01/03/1989

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 04/12/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Peter Albert Jacavone. Review regulatory record here.
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