JH
Jeffrey R. Halpert
JEFFREY MATTHEWS WEALTH MANAGEMENT
Florham Park, NJ 07932
Some features on this profile are disabled
CRD#: 2072459
JH
Professional summary
Jeffrey Ross Halpert 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 Florham Park, New Jersey.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Jeffrey has worked at 5 firms and has passed the Series 65, Series 63, Series 52TO, Series 99TO, SIE, Series 7, Series 9, Series 10, Series 53, Series 24 and Series 8 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.
JEFFREY HALPERT IS AN INDEPENDENT INSURANCE AGENT. HE RECEIVES COMPENSATION ON SALES OF INSURANCE POLICIES.
MAY RECEIVE REFERRAL COMPENSATION FROM A REAL ESTATE ADVISORY FIRM.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Ross Halpert'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
June 5, 2014 - Present
JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC
Office #1: 30b Vreeland Road Suite 210, Florham Park, NJ 07932RIA
CRD#: 155392
Florham Park, NJ
Current
November 27, 1996 - Present
THE JEFFREY MATTHEWS FINANCIAL GROUP, L.L.C.
Office #1: 30b Vreeland Road Ste 210, Florham Park, NJ 07932Office #2: 150 East Palmetto Park Rd. 8th Floor, Boca Raton, FL 33432Office #4: 30b Vreeland Road Ste 210, Florham Park, NJ 07932Office #5: 200 Pemberwick Road, Greenwich, CT 06831BD
CRD#: 41282
Florham Park, NJ
Past
April 17, 2015 - August 7, 2015
JEFFREY MATTHEWS ADVISORY GROUP LLC
RIA
CRD#: 175432
FLORHAM PARK, NJ
Past
January 5, 2005 - December 10, 2007
THE JEFFREY MATTHEWS INVESTMENT ADVISORY GROUP LLC
RIA
CRD#: 124966
MILLBURN, NJ
Past
September 5, 1991 - December 6, 1996
HALPERT AND COMPANY, INC.
BD
CRD#: 7094
MILLBURN, NJ
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
IAR
Alabama(1/15/2016)
RR
Arizona(12/6/2007)
RR
Arkansas(7/31/2008)
RR
California(9/5/1997)
IAR
California(6/20/2019)
RR
Colorado(12/13/2006)
IAR
Colorado(4/14/2020)
RR
Connecticut(1/13/1997)
IAR
Connecticut(7/2/2014)
RR
District of Columbia(4/8/2002)
IAR
District of Columbia(11/18/2015)
RR
Florida(4/25/1997)
IAR
Florida(10/2/2015)
RR
Georgia(5/28/1997)
RR
Illinois(9/24/1997)
RR
Kentucky(10/15/2010)
RR
Louisiana(9/21/2007)
RR
Maine(7/13/2009)
RR
Maryland(1/29/1997)
RR
Massachusetts(2/21/1997)
RR
Michigan(3/19/1997)
RR
Missouri(10/17/2008)
RR
Nevada(2/26/1997)
RR
New Jersey(12/3/1996)
IAR
New Jersey(6/5/2014)
RR
New Mexico(1/25/1999)
RR
New York(12/12/1996)
IAR
New York(5/21/2021)
RR
North Carolina(4/11/1997)
RR
Ohio(2/20/1997)
RR
Pennsylvania(5/5/1997)
RR
Rhode Island(2/26/1997)
RR
Tennessee(11/16/1999)
RR
Texas(6/19/1997)
RR
Utah(2/10/1997)
RR
Vermont(3/24/2009)
RR
Virginia(9/29/1997)
RR
Washington(10/30/2006)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 6/28/1995
General Securities Sales Supervisor Examination (Options Module & General Module)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
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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.
