Unclaimed Profile

Jeffrey Ross Halpert

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

JEFFREY 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

Brand Profile

Not yet started

Disclosure history

4 disclosures on file · See FINRA BrokerCheck for full record

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC

AUM

$43M

Regulatory assets under management

Employees

Total firm employees

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Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 2072459

Firm CRD# 155392

View on FINRA BrokerCheck →

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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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