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
AL RA APPROVED 2018-09-13
  • AL RA
    APPROVED
    Since 2018-09-13

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
B Riley Mobile AL 07/2015 09/2018
The Jeffrey Matthews Financial Group Llc Florham Park NJ 09/2018 Present
  • 07/2015 → 09/2018
    B Riley
    Mobile, AL
  • 09/2018 → Present
    The Jeffrey Matthews Financial Group Llc
    Florham Park, NJ
Previous Registrations
  • 2015-07-28 → 2018-09-10
    B. Riley Wealth Management
    Mobile, AL
    Mobile, AL
    Memphis, TN
  • 2013-02-13 → 2015-06-18
    Mobile, AL
  • 1991-06-10 → 2013-02-13
    Morgan Keegan & Company, Llc
    Mobile, AL
    Mobile, AL
Other Businesses

POWAIR INTERNATIONAL, PASSIVE INVESTOR, 9505 SUNNY COVE RD THEODORE AL 38582, MANUFACTURING WIND TURBINES, STARTED 4/1/2011, 0 HOUR DEVOTED PER MONTH, 0 HRS DURING TRADING, NO DUTIES. 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 1994-10-12
S63 Uniform Securities Agent State Law Examination 1980-12-17
  • S65 Uniform Investment Adviser Law Examination
    1994-10-12
  • S63 Uniform Securities Agent State Law Examination
    1980-12-17

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