Boris Aron Mirvis

Employer firm

Jeffrey Matthews Wealth Management, LLC CRD 155392

$162M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2009 → 08/2017
  Rbc Capital Markets, Llc
  Parsippany, NJ
• 08/2017 → Present
  Jeffrey Matthews Financial Group Llc
  Florham Park, NJ

Previous Registrations

• 2009-10-09 → 2017-08-22
  Rbc Capital Markets, Llc
  Parsippany, NJ
  Florham Park, NJ
• 2002-06-05 → 2009-10-09
  J. B. Hanauer & Co.
  Parsippany, NJ
  Parsippany, NJ

Other Businesses

Dually Registered Representative with JMFG and Investment Advisory Representative with JMWM.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-03-25
• S63 Uniform Securities Agent State Law Examination
  1987-06-04

Other Names

• Boris Aron Mirvis
• Boris Aaron Mirvis