Jeffrey Allan Blatt

Employer firm

Vicus Capital, Inc. CRD 116021

$2.99B regulatory AUM 316 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/1987 → 09/2016
  Time Incorporated
  New York, NY
• 11/2016 → 06/2017
  Amazon.cOm
  New York, NY
• 07/2017 → 05/2024
  Everyday Health Group
  New York, NY
• 05/2024 → 09/2024
  Unemployed
  New York, NY
• 09/2024 → Present
  Vicus Capital, Inc.-Crd 116021
  State College, PA
• 09/2024 → Present
  Defrate & Paavola Llc
  Scarsdale, NY
• 09/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2025 → Present
  Defrate & Paavola Llc Dba /Alta Wealth Partners
  White Plains, NY

Other Businesses

1. NAME OF OTHER BUSINESS: VICUS CAPITAL, INC.- CRD 116021; INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE START DATE: 02/2025, APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING: 2. NAME OF OTHER BUSINESS DEFRATE & PAAVOLA LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 09/2024 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 3. NAME OF OTHER BUSINESS: DEFRATE & PAAVOLA LLC DBA /ALTA WEALTH PARTNERS , INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 01/2025, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2024-12-16