Jeffrey P. Blatter
CARY STREET PARTNERS
Charlottesville, VA 22902
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CRD#: 6526498
Professional summary
Jeffrey P. Blatter, CFP®, who also goes by Jeff P. Blatter, Jeffrey P. Blatter, is a registered financial advisor currently at CARY STREET PARTNERS located in Charlottesville, Virginia.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jeffrey has worked at 3 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeff P. Blatter | Jeffrey P. Blatter
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.
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
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey P. Blatter'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®
CFP®
Start date: 2015
Experience
Current
July 14, 2022 - Present
CARY STREET PARTNERS
Office #1: 200 Garrett Street Suite L, Charlottesville, VA 22902RIA
CRD#: 128545
Charlottesville, VA
Past
October 5, 2021 - August 29, 2022
DIXON, HUBARD, FEINOUR & BROWN, INC.
RIA
CRD#: 110777
CHARLOTTESVILLE, VA
Past
July 15, 2015 - October 6, 2021
OLD DOMINION CAPITAL MANAGEMENT INC.
RIA
CRD#: 105244
CHARLOTTESVILLE, VA
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 - (8/12/2005 Approved)Virginia
Registered Investment Advisory firm - (3/2/2007 Terminated)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
North Carolina(7/14/2022)
IAR
Texas(12/4/2023)
IAR
Virginia(8/29/2022)
Exams
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 - (8/12/2005 Approved)Virginia
Registered Investment Advisory firm - (3/2/2007 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
901 East Byrd Street Suite 1001, Richmond, VA 23219
Mailing Address
Phone number
(804) 340-8100
Established
Firm type
Fiscal year end
# of Employees
166
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 13,853 |
| AUM (Assets Under Management) | $ 8,263,891,736 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/22/2024 | ||
| 07/25/2023 | ||
| 01/27/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
