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Jeffrey Matthews Wealth Management, LLC CRD 155392
$162M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
30B Vreeland Road Suite 210, Florham Park, NJ 07932 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
Branch Locations
30B Vreeland Road Suite 210, Florham Park, NJ 07932 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
Licensed Insurance Producer with Jeffrey Matthews Financial Group LLC. Dually Registered Representative with JMFG and Investment Advisory Representative with JMWM.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-25 |
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