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JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC
JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC
FLORHAM PARK, New Jersey
·
7 registered advisors
·
CRD# 155392
SEC# 801-110005
3
888-467-3636
01
Firm Overview
AUM
$43M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
04
Advisors at JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC
7 registered advisors
Anthony Gregory Pasculli
FLORHAM PARK, New Jersey
CRD# 2238324
David Anthony Chieco
FLORHAM PARK, New Jersey
CRD# 1563513
Edward James Hynes
FLORHAM PARK, New Jersey
CRD# 1058397
Geoff Ira Feinstein
FLORHAM PARK, New Jersey
CRD# 2259310
Jeffrey Ross Halpert
FLORHAM PARK, New Jersey
CRD# 2072459
Stephen John Cucchia
FLORHAM PARK, New Jersey
CRD# 1316029
Steven David Garbus
FLORHAM PARK, New Jersey
CRD# 1268525
05
Office Locations
FLORHAM PARK, New Jersey
7 advisors
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Data sourced from SEC Form ADV filings. JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC (CRD# 155392) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.