Kevin Patrick Vancleve
Professional Summary
Kevin Patrick Vancleve was a registered financial advisor. Kevin was a previously registered financial professional and started their career in finance 1981 - 2014. Kevin had worked at 14 firms and has passed the Series 63, SIE, Series 7, Series 14, Series 12, Series 4, Series 53 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
44 years in the financial services industry
Current & Past Employments
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Current Firm
D/B/A JEFFREY MATTHEWS FINANCIAL GROUP | THE JEFFREY MATTHEWS FINANCIAL GROUP, L.L.C. | JEFFREY MATTHEWS & CO., INC. | HALPERT, COHEN AND COMPANY, INC.
Contact Information
Main Address
30b Vreeland Road Ste 210, Florham Park, NJ 07932Mailing Address
30b Vreeland Road Ste 210, Florham Park, NJ 07932Phone Number
(973) 805-6222Established
New Jersey since 10/09/1996Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (49 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| HALPERT, JEFFREY ROSS | PRESIDENT | 2072459 |
| HALPERT, JEFFREY ROSS | CEO | 2072459 |
| HYNES, EDWARD JAMES JR | MEMBER | 1058397 |
| PASCULLI, ANTHONY GREGORY | MEMBER | 2238324 |
| CHIECO, DAVID ANTHONY | MEMBER | 1563513 |
| FEINSTEIN, GEOFF IRA | MEMBER | 2259310 |
| ALMERINI, LOUIS ACHILLE | FINOP | 1605183 |
| CALCANO, REYMUNDO | CFO | 6379514 |
| COLARUSSO, GINNY | CCO | 4221362 |
| GARBUS, STEVEN DAVID | MEMBER | 1268525 |
Disclosures
Regulatory Event
7Arbitration
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 12 — NYSE Branch Manager Examination
Passed Sep 2001Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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