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Current Employers
Jeffrey Matthews Wealth Management, Llc

30B Vreeland Road Suite 210, Florham Park, NJ 07932 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2017-08-22
  • NJ RA
    APPROVED
    Since 2017-08-22

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 Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rbc Capital Markets, Llc Parsippany NJ 10/2009 08/2017
Jeffrey Matthews Financial Group Llc Florham Park NJ 08/2017 Present
  • 10/2009 → 08/2017
    Parsippany, NJ
  • 08/2017 → Present
    Jeffrey Matthews Financial Group Llc
    Florham Park, NJ
Previous Registrations
  • 2009-10-09 → 2017-08-22
    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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-03-25
S63 Uniform Securities Agent State Law Examination 1987-06-04
  • 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

View on SEC IAPD

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