Unclaimed Profile

Jeffrey Ross Halpert

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

SIE, Series 7, Series 8, Series 9, Series 10, Series 24, Series 52TO, Series 53, Series 63, Series 65, Series 99TO21 years registeredJEFFREY MATTHEWS WEALTH MANAGEMENT, LLC

30B VREELAND ROAD, FLORHAM PARK, NJ 07932CRD# 2072459Firm CRD# 155392

Profile Verification

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

Identity

Jeffrey Ross Halpert · FLORHAM PARK, NJ

Registration

CRD #2072459 · JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC · 21 years registered

Brand Profile

Not yet started

Career History

JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC

Jun 2014 – present

JEFFREY MATTHEWS ADVISORY GROUP LLC

Apr 2015 – Aug 2015

FLORHAM PARK, NJ

THE JEFFREY MATTHEWS INVESTMENT ADVISORY GROUP LLC

Jan 2005 – Dec 2007

MILLBURN, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 9

Series 10

Series 24

Series 52TO

Series 53

Series 63

Series 65

Series 99TO

Registration record

First registered · January 5, 2005

Years registered · 21

Disclosure History

2015Customer Dispute·Closed-No Action

2010Regulatory·Final

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 Jeffrey Ross Halpert offer?

Jeffrey Ross Halpert specializes in Financial Planning, Investment Management. Contact their office in FLORHAM PARK, New Jersey for a consultation.

What are Jeffrey Ross Halpert's credentials?

Jeffrey Ross Halpert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Ross Halpert located?

Jeffrey Ross Halpert is based in FLORHAM PARK, New Jersey, working with JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC. Their office serves clients in the FLORHAM PARK metropolitan area and surrounding communities.

How does Jeffrey Ross Halpert charge for services?

Jeffrey Ross Halpert'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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