Best Investors Account Sign in
Current Employers
Jeffrey Matthews Wealth Management, Llc

30B Vreeland Road Suite 210, Florham Park, NJ 07932 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-04-29
FL RA APPROVED 2023-11-09
NJ RA APPROVED 2023-10-18
AL RA APPROVED 2016-09-13
  • TX RA
    APPROVED_RES
    Since 2025-04-29
  • FL RA
    APPROVED
    Since 2023-11-09
  • NJ RA
    APPROVED
    Since 2023-10-18
  • AL RA
    APPROVED
    Since 2016-09-13

Branch Locations

30B Vreeland Road Suite 210, Florham Park, NJ 07932 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Mobile AL 10/2005 09/2016
Stifel, Nicolaus & Company, Incorporated Mobile AL 08/2009 09/2016
Jeffrey Matthews Financal Group Llc Florham Park NJ 09/2016 Present
  • 10/2005 → 09/2016
    Ubs Financial Services
    Mobile, AL
  • 08/2009 → 09/2016
    Mobile, AL
  • 09/2016 → Present
    Jeffrey Matthews Financal Group Llc
    Florham Park, NJ
Previous Registrations
Other Businesses

Licensed Insurance Producer with Jeffrey Matthews Financial Group LLC. Dually Registered Representative with JMFG and Investment Advisory Representative with JMWM.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-05-06
S63 Uniform Securities Agent State Law Examination 1996-07-25
  • S65 Uniform Investment Adviser Law Examination
    1998-05-06
  • S63 Uniform Securities Agent State Law Examination
    1996-07-25
Other Names
  • Seth Cherniak

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Florham Park, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor