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JM

Jeffrey G. Matuella

JB FINANCIAL SERVICES
Omaha, NE
Some features on this profile are disabled
CRD#: 2697434
JM

Professional summary

Jeffrey George Matuella, who also goes by Jeff George Matuella, is a registered financial advisor currently at JB FINANCIAL SERVICES, INC. located in Omaha, Nebraska.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jeffrey has worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jeff George Matuella

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey George Matuella'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®
None

Experience

Current

May 17, 2011 - Present

JB FINANCIAL SERVICES, INC.

RIA
CRD#: 139373
Omaha, NE
Past

March 18, 2002 - April 27, 2011

CONLEY INVESTMENT COUNSEL INC

RIA
CRD#: 111030
LINCOLN, NE
Past

July 18, 2000 - April 28, 2011

SMITH HAYES FINANCIAL SERVICES CORPORATION

BD
CRD#: 17059
OMAHA, NE

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.

Highlighted states indicate IAR registrations

IAR
Iowa
(1/27/2016)
IAR
Nebraska
(5/17/2011)
IAR
Texas
(12/17/2015)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/14/2000
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 7/17/2000
General Securities Representative Examination

Current Firm

JF
JB FINANCIAL SERVICES, INC.
JB FINANCIAL SERVICES, INC. | JB INVESTMENTS

CRD#: 139373 / SEC#:

Iowa
Registered Investment Advisory firm - (1/26/2016 Approved)
Nebraska
Registered Investment Advisory firm - (2/28/2006 Approved)
Texas
Registered Investment Advisory firm - (12/17/2015 Conditional Restricted)
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Contact information

Main Address
Omaha, NE
Mailing Address
Phone number
(402) 578-3835
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts153
AUM (Assets Under Management)$ 36,275,315

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.

Company Information

JB FINANCIAL SERVICES, INC.

CRD#: 139373Omaha, NE

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