Unclaimed Profile

Geoff Ira Feinstein

JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC·FLORHAM PARK, New Jersey

SIE, Series 7, Series 63Clean record21 years registeredJEFFREY MATTHEWS WEALTH MANAGEMENT, LLC

30B VREELAND ROAD, FLORHAM PARK, NJ 07932CRD# 2259310Firm CRD# 155392

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Geoff Ira Feinstein · FLORHAM PARK, NJ

Registration

CRD #2259310 · JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC

THE JEFFREY MATTHEWS INVESTMENT ADVISORY GROUP LLC

Jan 2005 – Dec 2007

MILLBURN, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · January 5, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC

CRD 155392 · SEC 801-110005

AUM

$43M

Regulatory assets under management

Employees

102 client accounts

Services offered by JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Geoff Ira Feinstein offer?

Geoff Ira Feinstein specializes in Financial Planning, Investment Management.

What are Geoff Ira Feinstein's credentials?

Geoff Ira Feinstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Geoff Ira Feinstein located?

Geoff Ira Feinstein is based in FLORHAM PARK, New Jersey, last registered with JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC.

How does Geoff Ira Feinstein charge for services?

Geoff Ira Feinstein's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC?

JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC has approximately 9 employees and manages $43M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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