Jeffrey Matthews Wealth Management, LLC
Jeffrey Matthews Wealth Management, LLC (CRD# 155392) is a financial advisory firm headquartered in Florham Park, NJ. They manage $145,220,235 in 393 accounts and serve the financial needs of clients across 17 states (or territories).
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Total Assets Under Management145MILLION
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Total Number of Accounts393ACCOUNTS
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Average Account Value$369,517
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, CA, CO, CT, DC, FL, GA, LA, MS, NC, NJ, NY, OH, OK, SC, TN, TX
Charles Bailey (CRD# 719858) is an Investment Advisor Representative working at Jeffrey Matthews Wealth Management, LLC in Florham Park, NJ and has over 43 years of experience in the finance industry.
Solomon Cherniak (CRD# 2753925) is an Investment Advisor Representative working at Jeffrey Matthews Wealth Management, LLC in Florham Park, NJ and has over 27 years of experience in the finance industry.
George Cleffi (CRD# 1365768) is an Investment Advisor Representative working at Jeffrey Matthews Wealth Management, LLC in Florham Park, NJ and has over 38 years of experience in the finance industry.
Anthony Demaio (CRD# 1542177) is an Investment Advisor Representative working at Jeffrey Matthews Wealth Management, LLC in Florham Park, NJ and has over 37 years of experience in the finance industry.
William Fraley (CRD# 2334771) is an Investment Advisor Representative working at Jeffrey Matthews Wealth Management, LLC in Florham Park, NJ and has over 29 years of experience in the finance industry.
Jerold Francus (CRD# 4719352) is an Investment Advisor Representative working at Jeffrey Matthews Wealth Management, LLC in Florham Park, NJ and has over 20 years of experience in the finance industry.
Jeffrey Halpert (CRD# 2072459) is an Investment Advisor Representative working at Jeffrey Matthews Wealth Management, LLC in Florham Park, NJ and has over 31 years of experience in the finance industry.
Lyle Hatch (CRD# 500415) is an Investment Advisor Representative working at Jeffrey Matthews Wealth Management, LLC in Florham Park, NJ and has over 32 years of experience in the finance industry.
John Lyle (CRD# 2011230) is an Investment Advisor Representative working at Jeffrey Matthews Wealth Management, LLC in Mobile, AL and has over 34 years of experience in the finance industry.
Boris Mirvis (CRD# 1193018) is an Investment Advisor Representative working at Jeffrey Matthews Wealth Management, LLC in Florham Park, NJ and has over 36 years of experience in the finance industry.