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JV

John C. Verducci

VERDUCCI ASSET MANAGEMENT
Agawam, MA
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CRD#: 1218316
JV

Professional summary


John Christopher Verducci III, who also goes by Jay Verducci, is a registered financial advisor currently at VERDUCCI ASSET MANAGEMENT, INC. located in Agawam, Massachusetts.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. John has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Jay Verducci

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view John Christopher Verducci III's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

August 14, 2014 - Present

VERDUCCI ASSET MANAGEMENT, INC.

RIA
CRD#: 171751
Agawam, MA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Connecticut
(1/12/2021)
IAR
Massachusetts
(8/14/2014)

Exams


State Security Law Exam
IAR
Series 65
Date: 1/14/2014
Uniform Investment Adviser Law Examination

Current Firm


VA
VERDUCCI ASSET MANAGEMENT, INC.
VERDUCCI ASSET MANAGEMENT, INC.

CRD#: 171751 / SEC#:

Connecticut
Registered Investment Advisory firm - (1/12/2021 Approved)
Massachusetts
Registered Investment Advisory firm - (8/14/2014 Approved)
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Contact information


Main Address
Agawam, MA
Mailing Address
Phone number
(413) 273-1194
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts210
AUM (Assets Under Management)$ 20,142,331

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


VERDUCCI ASSET MANAGEMENT, INC.

CRD#: 171751Agawam, MA

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