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Current Employers
Jeffrey Matthews Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2023-08-03
TX RA APPROVED_RES 2022-02-15
NY RA APPROVED 2021-05-21
NC RA APPROVED 2020-11-02
CO RA APPROVED 2019-05-31
FL RA APPROVED 2019-04-02
NJ RA APPROVED 2016-02-11
  • CT RA
    APPROVED
    Since 2023-08-03
  • TX RA
    APPROVED_RES
    Since 2022-02-15
  • NY RA
    APPROVED
    Since 2021-05-21
  • NC RA
    APPROVED
    Since 2020-11-02
  • CO RA
    APPROVED
    Since 2019-05-31
  • FL RA
    APPROVED
    Since 2019-04-02
  • NJ RA
    APPROVED
    Since 2016-02-11

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
Jeffrey Matthews Financial Group Llc Florham Park NJ 06/2015 Present
  • 06/2015 → Present
    Jeffrey Matthews Financial Group Llc
    Florham Park, NJ
Other Businesses

Non-Certified Ski and Snowboard Instructor - Part Time - Keystone Resort with Vail Resorts Vail Colorado. Non-business related and may be during regular business hours. Approximately 8 hours per week November through April. Start date 11/15/2018. Part time with Vail Resorts for summer season. Guest Services & Scanning Attendant, hours primarily weekends and holidays. 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 2015-12-22
S63 Uniform Securities Agent State Law Examination 2003-12-10
  • S65 Uniform Investment Adviser Law Examination
    2015-12-22
  • S63 Uniform Securities Agent State Law Examination
    2003-12-10

View on SEC IAPD

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