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30B Vreeland Road Suite 210, Florham Park, NJ 07932 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-05-28 |
| TX | RA | APPROVED | 2026-05-28 |
Branch Locations
30B Vreeland Road Suite 210, Florham Park, NJ 07932 • United States
1555 University Boulevard South Suite 200, Mobile, AL 36609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jeffrey Matthews Financial Group | Florham Park | NJ | 03/2026 | Present |
| Self- Employed | Mobile | AL | 01/2025 | 03/2026 |
| Principal Life Insurance Company | Mobile | AL | 01/2014 | 12/2019 |
| Principal Securities Inc | Mobile | AL | 03/2016 | 12/2024 |
**SOUTHERN BUSINESS CONSULTANTS; OWNER, REHAB HOUSES; 08/25/14 **OUTSIDE INSURANCE; SELLING FIXED LIFE INSURANCE PRODUCTS THROUGH VARIOUS CARRIERS; GROUP BENEFITS, HEALTH, 5/7/15. **Fixed insurance, Life, Annuities, DI, LTC, Health, Group Benefits, 12/11/15. **Business Networking International, 7125 Hitt Rd, Mobile, Al 36695, Chapter President, 10/01/17, Investment Related: N, Hours Per Month: 8. **Licensed Professional Counselor Supervisor, 1504 Eslava St, Mobile AL 36604, Supervising counselor providing supervising to Associate Licensed Counselors during 2-year training period, 10/01/17, Investment Related: N, Hours Per Month: 8. **The Racquet Club Condominium Owners Association Inc; Not Investment Related; Birmingham, AL; Board Member; Secretary on the HOA board of directors of personal condominium. Taking notes/minutes at meetings and archiving all business records. No access to funds, compensation, or check writing.; Start Date: 01/01/2021; 10 hrs per month; 0 during trading hours. **BE THE CHANGE GULF COAST POSITION: Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/15/2024 ADDRESS: 1861 Repoll Road, Mobile AL 36695, United States DESCRIPTION: I will be a Board Member of a non-profit organization that assists those in need in our community. I will be required to attend board meetings and work with the board to support the agency. I have no check writing privileges nor any access to funds. Dually Registered Representative/ Investment Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-09 |
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