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
Reynold Musell (CRD# 2004871) is an Investment Advisor Representative working at Jeffrey Matthews Wealth Management, LLC in Florham Park, NJ and has over 34 years of experience in the finance industry.
Kevin Oconnor (CRD# 1096256) is an Investment Advisor Representative working at Jeffrey Matthews Wealth Management, LLC in Florham Park, NJ and has over 40 years of experience in the finance industry.
Perry Switzer (CRD# 1174064) 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.
Brian Visconti (CRD# 5851551) is an Investment Advisor Representative working at Jeffrey Matthews Wealth Management, LLC in Tampa, FL and has over 12 years of experience in the finance industry.
Ginny Colarusso (CRD# 4221362) is an Investment Advisor Representative working at Jeffrey Matthews Wealth Management, LLC in Florham Park, NJ and has over 23 years of experience in the finance industry.