Peter Jacavone has been an investment adviser representative at Barrett & Company since August 2015, and is not listed among the firm’s executive officers or direct owners. Peter Jacavone holds a Bachelor's degree in accounting from the University of Rhode Island.
Barrett & Company, Inc. is a Providence, RI firm with $530M under management, 601 clients and 4 advisers in one office, as of its March 2026 filing.
Peter A. Jacavone, Jr. is Senior Vice President and Financial Advisor of Barrett & Company. He has been with the firm since 1995. He advises on qualified retirement plans and co-heads the firm's financial planning initiative through eMoney Advisor.
Investment adviser representative registrations
Peter Jacavone is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from August 2015; the most recent is Texas, in December 2022.
- New HampshireSince 12 December 2022
- Rhode IslandSince 20 August 2015
- TexasResidentSince 13 December 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 20 August 2015 |
| Series 62 | Corporate Securities Limited Representative Examination | 13 August 1992 |
| Series 22 | Direct Participation Programs Representative Examination | 3 January 1989 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 15 April 1987 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 12 April 1984 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 April 1984 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Corporate Securities Limited Representative Examination
- Name
- Direct Participation Programs Representative Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Peter Albert Jacavone
- CRD
- 1255267
- Firm
- Barrett & Company · CRD 1175
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 1984
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- barrettandcompany.com
Where does Peter Jacavone work?
Peter Jacavone is an investment adviser representative registered through Barrett & Company, Inc. since August 2015, and is not listed among the firm’s executive officers or direct owners.
Is Peter Jacavone a financial advisor?
Yes. Peter Jacavone has a current investment-adviser registration in New Hampshire, Rhode Island and Texas, through Barrett & Company since August 2015.
How many years of experience does Peter Jacavone have?
Peter Jacavone has 42 years in the financial industry, since April 1984, across 1 adviser firm.
What exams has Peter Jacavone passed?
Peter Jacavone has passed 6 licensing exams: the Series 63, Series 6, Series 26, Series 22, Series 62 and Series 65. The earliest, the Series 63, was passed in April 1984. FINRA credited Peter Jacavone with the SIE, which began in October 2018.
Is Peter Jacavone registered with FINRA?
Yes. Peter Jacavone has a current broker registration, under CRD 1255267.
Source: FINRA BrokerCheck
How can I verify Peter Jacavone’s record?
Search CRD 1255267 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Peter Jacavone’s full registration record.
