Jeffrey Blatter, CFP | Financial Professional | Charlottesville, Virginia

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Contact Information

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Disclosures on record.

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.

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Credentials

CFP®

Certified Financial PlannerSince 2015

Years of Experience

11 years registered in the securities industry

Current & Past Employments

Current

CARY STREET PARTNERSCurrent·CRD# 128545

RIA

200 Garrett Street Suite L, Charlottesville, VA 22902

July 14, 2022 - Present

Past

DIXON, HUBARD, FEINOUR & BROWN, INC.Past·CRD# 110777

RIA

Charlottesville, VA

October 5, 2021 - August 29, 2022

OLD DOMINION CAPITAL MANAGEMENT INC.Past·CRD# 105244

RIA

Charlottesville, VA

July 15, 2015 - October 6, 2021

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Current Firm

CS

CARY STREET PARTNERS

CARY STREET PARTNERS | WAYPOINT ADVISORS | VIKING WEALTH ADVISERS | CARY STREET PARTNERS INVESTMENT ADVISORY, LLC | CARY STREET PARTNERS INVESTMENT ADVISORY LLC

CRD#: 128545 / SEC#: 801-64239

RIA

Registered Investment Advisory firm - SEC (8/12/2005 Approved)

Virginia

Registered Investment Advisory firm - Virginia (3/2/2007 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

901 East Byrd Street Suite 1001, Richmond, VA 23219

Phone Number

(804) 340-8100

# of Employees

182

SEC notice filing (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CSPIA FORM ADV PART 2A FIRM BROCHURE (10/23/2026)

CSPIA FORM ADV PART 2A WRAP BROCHURE DATED 03/30/2026 (3/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

16,731

AUM (Assets Under Management)

$10,252,264,301

Accountant Surprise Examination Report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/10/2026	Cover Page	Report
11/24/2025	Cover Page	Report
10/22/2024	Cover Page	Report

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

NAME: JPB TAX PREPARATION INVESTMENT RELATED: NO ADDRESS: 5442 PARK ROAD, CROZET, VA 22932 NATURE: TAX PREPARATION POSITION: OWNER START DATE: 9/15/2014 HOURS PER MONTH: 5 HOURS DURING SECURITIES TRADING HOURS: 0 DUTIES: PREPARE TAX RETURNS FOR A LIMITED NUMBER OF LONG TERM CLIENTS. NAME: Shenandoah Region Porsche Club INVESTMENT RELATED: NO ADDRESS: 5442 Park Rd, Crozet, VA 22932 NATURE: Auto Club POSITION: Treasurer HOURS PER MONTH: 2 HOURS DURING SECURITIES TRADING HOURS: 0 DUTIES: Maintain club books, pay bills, reconcile account

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CS

CARY STREET PARTNERS

CARY STREET PARTNERS | WAYPOINT ADVISORS | VIKING WEALTH ADVISERS | CARY STREET PARTNERS INVESTMENT ADVISORY, LLC | CARY STREET PARTNERS INVESTMENT ADVISORY LLC

CRD#: 128545 / SEC#: 801-64239

RIA

Registered Investment Advisory firm - SEC (8/12/2005 Approved)

Virginia

Registered Investment Advisory firm - Virginia (3/2/2007 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

IAR

California
(1/1/2026)

IAR

Maryland
(1/1/2026)

IAR

North Carolina
(7/14/2022)

IAR

Texas
(12/4/2023)

IAR

Virginia
(8/29/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.