Unclaimed Profile

Matthew Allan Juffer

ANDERSEN TAX LLC·MCLEAN, Virginia

SIE, Series 6, Series 7, Series 63, Series 65Clean record25 years registeredANDERSEN TAX LLC

1861 INTERNATIONAL DRIVE, MCLEAN, VA 22102CRD# 4239679Firm CRD# 124205

Profile Verification

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

Identity

Matthew Allan Juffer · MCLEAN, VA

Registration

CRD #4239679 · ANDERSEN TAX LLC · 25 years registered

Brand Profile

Not yet started

Career History

ANDERSEN

Oct 2023 – present

HJN ADVISORS, LLP

Dec 2010 – Sep 2024

DES MOINES, IA

FIRST ALLIED SECURITIES, INC.

Apr 2009 – Jan 2011

DES MOINES, IA

KPMG INVESTMENT ADVISORS

Feb 2001 – Nov 2005

DES MOINES, IA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · February 7, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

ANDERSEN TAX LLC

CRD 124205 · SEC 801-61693

AUM

$5.0B

Regulatory assets under management

Employees

1,861

446 client accounts

Services offered by ANDERSEN TAX LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing 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 ANDERSEN TAX LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Allan Juffer offer?

Matthew Allan Juffer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MCLEAN, Virginia for a consultation.

What are Matthew Allan Juffer's credentials?

Matthew Allan Juffer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Allan Juffer located?

Matthew Allan Juffer is based in MCLEAN, Virginia, working with ANDERSEN TAX LLC. Their office serves clients in the MCLEAN metropolitan area and surrounding communities.

How does Matthew Allan Juffer charge for services?

Matthew Allan Juffer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ANDERSEN TAX LLC?

ANDERSEN TAX LLC has approximately 1861 employees and manages $5.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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