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30B Vreeland Road Suite 210, Florham Park, NJ 07932 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-21 |
| CT | RA | APPROVED | 2014-07-02 |
| NJ | RA | APPROVED | 2014-04-01 |
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 | Florham Park | NJ | 12/2007 | Present |
| Jeffrey Matthews Wealth Management Llc | Florham Park | NJ | 08/2011 | Present |
SECRETARY/TREASURER OF C.S. TRENDT, INC. A PUBLIC RELATIONS CONSULTING COMPANY. NO COMPENSATION RECEIVED. MEMBER OF THE ADVISORY BOARD OF FIRST BANK OF GREENWICH. NO COMPENSATION RECEIVED. Dually Registered Representative with JMFG and Investment Advisory Representative with JMWM.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 1983-09-20 |
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