Jeffrey D. Matthews
Professional summary
Jeffrey David Matthews, who also goes by Jeff Matthews, Jeffrey Matthews, is a registered financial professional currently at ALLSTATE FINANCIAL SERVICES, LLC located in Monroeville, Pennsylvania.
Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 1987. Jeffrey has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jeffrey David Matthews's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 2, 2009 - Present
ALLSTATE FINANCIAL SERVICES, LLC
Office #1: 2651 Monroeville Blvd, Monroeville, PA 15146-2301February 15, 2008 - January 23, 2009
UVEST FINANCIAL SERVICES GROUP, INC.
February 15, 2008 - January 23, 2009
UVEST FINANCIAL SERVICES GROUP, INC.
May 3, 2007 - February 5, 2008
INVESTMENT PROFESSIONALS, INC.
February 9, 2007 - February 5, 2008
INVESTMENT PROFESSIONALS, INC.
July 8, 2003 - November 10, 2006
NATCITY INVESTMENTS, INC.
May 1, 2003 - July 11, 2003
CITIZENS SECURITIES, INC.
May 8, 2002 - July 11, 2003
CITIZENS SECURITIES, INC.
September 15, 2000 - December 31, 2000
MBSC, LLC
September 15, 2000 - May 8, 2002
DREYFUS INVESTMENT SERVICES COMPANY, LLC
June 29, 1998 - September 13, 2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
June 29, 1998 - September 13, 2000
OSAIC FA, INC.
March 1, 1996 - July 1, 1998
MML INVESTORS SERVICES, LLC
March 25, 1987 - March 1, 1996
G. R. PHELPS & CO., INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/4/2022)
(1/22/2016)
(3/12/2024)
(12/18/2012)
(2/2/2009)
Exams
FINRA
Current Firm
ALLSTATE FINANCIAL SERVICES, LLC
CRD#: 18272 / SEC#: , 8-36365
Contact information
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| ALLSTATE INSURANCE COMPANY | OWNER | |
| BOUDREAU, JOHN DOUGLAS | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT AND EXECUTIVE REPRESENTATIVE | 6357880 |
| DELANEY, SCOTT SULLIVAN | PRESIDENT AND CHIEF EXECUTIVE OFFICER | 2978681 |
| LANSPA, PAUL DONALD | CHIEF OPERATING OFFICER | 6449159 |
| MUELLER, DAVID JOHN | GENERAL COUNSEL AND SECRETARY | 7807045 |
| NELSON, MARY KRIS | CHAIRMAN OF THE BOARD | 2464654 |
| SWEENEY, MICHAEL DANIEL | AML OFFICER | 2026113 |
| WHITCOMB, MICHAEL JAMES | FINOP | 7495756 |
Disclosures
| Regulatory Event | 4 |
| Arbitration | 1 |
Red Flags
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