PS
Perry A. Switzer
JEFFREY MATTHEWS WEALTH MANAGEMENT
Florham Park, NJ 07932
Some features on this profile are disabled
CRD#: 1174064
PS
Professional summary
Perry Alexander Switzer is a registered financial advisor currently at JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC located in Florham Park, New Jersey and THE JEFFREY MATTHEWS FINANCIAL GROUP, L.L.C. located in Mobile, Alabama.
Perry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Perry has worked at 15 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 24, Series 8 and Series 4 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
President of Flats Homeowners Association St Petersburg FL. One hour per month. I receive no compensation.
Licensed Insurance Producer with Jeffrey Matthews Financial Group LLC.
CRS (Client Relationship Summary) - RIA
Click below to view Perry Alexander Switzer's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 21, 2016 - Present
JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC
Office #1: 30b Vreeland Road Suite 210, Florham Park, NJ 07932RIA
CRD#: 155392
Florham Park, NJ
Current
March 2, 2016 - Present
THE JEFFREY MATTHEWS FINANCIAL GROUP, L.L.C.
Office #1: 1555 University Blvd Suite 200, Mobile, AL 36693BD
CRD#: 41282
Mobile, AL
Past
August 15, 2014 - March 11, 2016
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
TAMPA, FL
Past
August 15, 2014 - March 11, 2016
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
TAMPA, FL
Past
April 30, 2012 - August 19, 2014
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
TAMPA, FL
Past
April 27, 2012 - August 19, 2014
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
TAMPA, FL
Past
June 1, 2009 - May 7, 2012
MORGAN STANLEY
RIA
CRD#: 149777
TAMPA, FL
Past
June 1, 2009 - May 7, 2012
MORGAN STANLEY
BD
CRD#: 149777
TAMPA, FL
Past
January 4, 2008 - June 1, 2009
MORGAN STANLEY & CO. LLC
RIA
CRD#: 8209
TAMPA, FL
Past
January 4, 2008 - June 1, 2009
MORGAN STANLEY & CO. LLC
BD
CRD#: 8209
TAMPA, FL
Past
March 8, 2005 - January 10, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
TAMPA, FL
Past
February 25, 2005 - January 10, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
TAMPA, FL
Past
October 20, 2004 - March 7, 2005
BANC OF AMERICA INVESTMENT SERVICES, INC.
RIA
CRD#: 16361
CLEARWATER, FL
Past
October 20, 2004 - March 7, 2005
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
BOSTON, MA
Past
December 16, 2002 - October 20, 2004
QUICK & REILLY, INC.
RIA
CRD#: 11217
CLEARWATER, FL
Past
May 7, 2002 - October 20, 2004
QUICK & REILLY, INC.
BD
CRD#: 11217
NEW YORK, NY
Past
January 23, 2002 - February 15, 2002
NAVILLUS SECURITIES, INC.
BD
CRD#: 31230
WEST CONSHOHOCKEN, PA
Past
October 1, 2000 - November 14, 2001
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ST. LOUIS, MO
Past
August 1, 2000 - October 1, 2000
FIRST UNION BROKERAGE SERVICES, INC.
BD
CRD#: 8112
CHARLOTTE, NC
Past
February 22, 1996 - July 7, 2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
December 21, 1993 - January 22, 1996
DONALD & CO. SECURITIES INC.
BD
CRD#: 7776
TINTON FALLS, NJ
Past
February 7, 1986 - January 10, 1994
AMERIPRISE ADVISOR SERVICES, INC.
BD
CRD#: 5979
DETROIT, MI
Past
March 27, 1985 - September 9, 1985
NATIONSBANC SECURITIES OF GEORGIA, INC.
BD
CRD#: 315
Past
August 24, 1983 - October 3, 1984
MORGAN STANLEY DW INC.
BD
CRD#: 7556
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
JM
JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC
JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC
CRD#: 155392 / SEC#: 801-132626
RIA
Registered Investment Advisory firm - (4/30/2025 Approved)Alabama
Registered Investment Advisory firm - (6/27/2018 Approved)California
Registered Investment Advisory firm - (6/20/2019 Approved)Colorado
Registered Investment Advisory firm - (5/31/2019 Approved)Connecticut
Registered Investment Advisory firm - (6/5/2018 Approved)District of Columbia
Registered Investment Advisory firm - (6/12/2018 Approved)Florida
Registered Investment Advisory firm - (6/4/2018 Approved)Georgia
Registered Investment Advisory firm - (8/17/2018 Approved)Louisiana
Registered Investment Advisory firm - (1/31/2022 Approved)Mississippi
Registered Investment Advisory firm - (2/18/2022 Approved)New Jersey
Registered Investment Advisory firm - (5/10/2018 Approved)New York
Registered Investment Advisory firm - (5/21/2021 Approved)North Carolina
Registered Investment Advisory firm - (10/29/2020 Approved)Ohio
Registered Investment Advisory firm - (1/27/2022 Approved)Oklahoma
Registered Investment Advisory firm - (5/11/2022 Approved)South Carolina
Registered Investment Advisory firm - (5/4/2021 Approved)Tennessee
Registered Investment Advisory firm - (4/17/2019 Approved)Texas
Registered Investment Advisory firm - (2/15/2022 Conditional Restricted)Wisconsin
Registered Investment Advisory firm - (3/22/2017 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(3/14/2016)
IAR
Florida(3/21/2016)
RR
Idaho(8/18/2021)
RR
Illinois(8/11/2020)
RR
Maryland(10/6/2023)
IAR
New Jersey(4/4/2017)
RR
New York(8/18/2021)
RR
North Carolina(7/29/2020)
RR
Pennsylvania(8/19/2021)
IAR
Tennessee(4/17/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 1/5/1990
General Securities Sales Supervisor Examination (Options Module & General Module)Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
JM
JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC
JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC
CRD#: 155392 / SEC#: 801-132626
RIA
Registered Investment Advisory firm - (4/30/2025 Approved)Alabama
Registered Investment Advisory firm - (6/27/2018 Approved)California
Registered Investment Advisory firm - (6/20/2019 Approved)Colorado
Registered Investment Advisory firm - (5/31/2019 Approved)Connecticut
Registered Investment Advisory firm - (6/5/2018 Approved)District of Columbia
Registered Investment Advisory firm - (6/12/2018 Approved)Florida
Registered Investment Advisory firm - (6/4/2018 Approved)Georgia
Registered Investment Advisory firm - (8/17/2018 Approved)Louisiana
Registered Investment Advisory firm - (1/31/2022 Approved)Mississippi
Registered Investment Advisory firm - (2/18/2022 Approved)New Jersey
Registered Investment Advisory firm - (5/10/2018 Approved)New York
Registered Investment Advisory firm - (5/21/2021 Approved)North Carolina
Registered Investment Advisory firm - (10/29/2020 Approved)Ohio
Registered Investment Advisory firm - (1/27/2022 Approved)Oklahoma
Registered Investment Advisory firm - (5/11/2022 Approved)South Carolina
Registered Investment Advisory firm - (5/4/2021 Approved)Tennessee
Registered Investment Advisory firm - (4/17/2019 Approved)Texas
Registered Investment Advisory firm - (2/15/2022 Conditional Restricted)Wisconsin
Registered Investment Advisory firm - (3/22/2017 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
30b Vreeland Road Suite 210, Florham Park, NJ 07932
Mailing Address
Phone number
(888) 467-3636
Established
Firm type
Fiscal year end
# of Employees
16
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 360 |
| AUM (Assets Under Management) | $ 127,200,152 |
Red Flags
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.
