Jeffery Joseph Closz
Investment adviser representative at Vicus Capital, Inc.
13 yearsExperience
1 stateRegistered in
$3BFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Cetera Wealth Services, LLCNov 2013 to now
- Vicus Capital, Inc. (formerly Pfg Financial Advisors)Nov 2013 to now
- PfgAug 2013 to now
- Vicus Capital, Inc.Feb 2013 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (PA).
Vicus Capital, Inc.
$3BAssets managed
6,277Clients
90Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4049691
- Firm CRD
- 116021