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Jeffrey Ross Halpert

JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC·FLORHAM PARK, New Jersey
Unclaimed Profile
30B VREELAND ROAD, FLORHAM PARK, NJ 07932CRD# 2072459Firm CRD# 155392
01

About

Jeffrey Ross Halpert is a registered financial advisor based in FLORHAM PARK, New Jersey, affiliated with JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC
JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC
AUM
$43M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2072459
Firm CRD# 155392
4 disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in FLORHAM PARK
Edward Kent Vonderlinde — LINDE, HANSEN & CO., LLCHoward Emil Hansen — LINDE, HANSEN & CO., LLCLaura Marie Devito — JACOBS LEVY EQUITY MANAGEMENT INCJason Matthew Hoberman — JACOBS LEVY EQUITY MANAGEMENT INCDavid Joseph Cottam — NATIONAL WEALTH MANAGEMENT, LLC
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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