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Jed Lawrence Defalco

Vetta Investments

East Greenwich, RI

CRD 5231484

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Employer firm

Vetta Investments CRD 141643

$1.65M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Vetta Investments

East Greenwich, RI • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2026-04-06
  • RI RA
    APPROVED
    Since 2026-04-06

Branch Locations

East Greenwich, RI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ventura Investments, Llc East Greenwich RI 02/2006 Present
  • 02/2006 → Present
    Ventura Investments, Llc
    East Greenwich, RI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-10-17
  • S65 Uniform Investment Adviser Law Examination
    2006-10-17

View on SEC IAPD

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