DM
Darrell R. Manning
JEFFREY MATTHEWS WEALTH MANAGEMENT
Mobile, AL 36609
CRD#: 5224772
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DM
Darrell Randolph ManningJEFFREY MATTHEWS WEALTH MANAGEMENT
Professional summary
Darrell Randolph Manning, who also goes by Darrell Manning, Daryl Randolph Manning, is a registered financial advisor currently at JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC located in Mobile, Alabama and THE JEFFREY MATTHEWS FINANCIAL GROUP, L.L.C. located in Mobile, Alabama.
Darrell is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Darrell has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Darrell Manning | Daryl Randolph Manning
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.
CRS (Client Relationship Summary) - RIA
Click below to view Darrell Randolph Manning'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
May 28, 2026 - Present
JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC
Office #1: 1555 University Boulevard South Suite 200, Mobile, AL 36609RIA
CRD#: 155392
Mobile, AL
Current
June 1, 2026 - Present
THE JEFFREY MATTHEWS FINANCIAL GROUP, L.L.C.
Office #1: 1555 University Blvd Suite 200, Mobile, AL 36693BD
CRD#: 41282
Mobile, AL
Past
January 13, 2014 - December 31, 2024
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
MOBILE, AL
Past
January 3, 2014 - December 31, 2024
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
MOBILE, AL
Past
May 10, 2007 - January 9, 2014
WADDELL & REED
RIA
CRD#: 866
TALLAHASSEE, FL
Past
February 9, 2007 - January 9, 2014
WADDELL & REED
BD
CRD#: 866
TALLAHASSEE, FL
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(5/28/2026)
RR
Alabama(6/1/2026)
RR
Florida(6/1/2026)
RR
Louisiana(6/1/2026)
RR
Mississippi(6/1/2026)
IAR
Texas(5/28/2026)
RR
Texas(6/1/2026)
RR
Wisconsin(6/1/2026)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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)Loading...
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC
CRD#: 155392Mobile, AL 36609TRUST BUT VERIFY
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