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30B Vreeland Road Suite 210, Florham Park, NJ 07932 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-01 |
| FL | RA | APPROVED | 2025-01-01 |
| NY | RA | APPROVED | 2021-05-21 |
| AL | RA | APPROVED | 2016-01-15 |
| CT | RA | APPROVED | 2014-07-02 |
| NJ | RA | APPROVED | 2014-06-05 |
Branch Locations
30B Vreeland Road Suite 210, Florham Park, NJ 07932 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| The Jeffrey Matthews Financial Group, L.L.C. | Millburn | NJ | 04/1996 | Present |
JEFFREY HALPERT IS AN INDEPENDENT INSURANCE AGENT. HE RECEIVES COMPENSATION ON SALES OF INSURANCE POLICIES. MAY RECEIVE REFERRAL COMPENSATION FROM A REAL ESTATE ADVISORY FIRM. Jeffrey Halpert is also a dually registered representative at JMFG and an Investment Advisory Representative at JMWM.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-01 |
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