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Jeremy Distefano is a financial advisor professional located in South Hamilton, MA. They specialize in financial advisory.
Jeremy Distefano - Cape Ann Capital, Inc. holds an active professional license (FINRA CRD) for your protection.
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Jeremy Distefano operates Cape Ann Capital, Inc. in South Hamilton, Massachusetts, offering financial advisory services. He holds a FINRA CRD license (number 5091113), which regulates his practice in the securities and investment advisory industry. The firm serves clients seeking guidance on financial planning and investment matters in the greater Cape Ann region.
Jeremy Distefano's FINRA CRD (Central Registration Depository) license indicates he is registered with the Financial Industry Regulatory Authority, the self-regulatory organization that oversees securities brokers and dealers. This registration means he operates under FINRA's rules and compliance standards, which govern sales practices, ethical conduct, and customer protection. The license demonstrates he has met regulatory requirements to advise on securities and investment products, though it does not constitute a specific credential like a CFP or CFA designation.