Anthony Demaio

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 → 10/2016
  Rbc Capital Markets , Llc
  Parsippany, NJ
• 10/2016 → Present
  Jeffrey Matthews Financial Group Llc
  Florham Park, NJ

Previous Registrations

• 2009-10-09 → 2016-10-11
  Rbc Capital Markets, Llc
  Parsippany, NJ
• 2002-05-20 → 2009-10-09
  J. B. Hanauer & Co.
  Parsippany, NJ
  Parsippany, NJ

Other Businesses

Licensed Insurance Producer with Jeffrey Matthews Financial Group LLC. ArcTrust Building Management referral fee. Dually Registered Representative with JMFG and Investment Advisory Representative (CFP) with JMWM.

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-10-27

Designations

• Certified Financial Planner