BV
Brian J. Visconti
JEFFREY MATTHEWS WEALTH MANAGEMENT
Tampa, FL 33606
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CRD#: 5851551
BV
Professional summary
Brian Joseph Visconti is a registered financial advisor currently at JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC located in Tampa, Florida and THE JEFFREY MATTHEWS FINANCIAL GROUP, L.L.C. located in Tampa, Florida.
Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Brian has worked at 7 firms and has passed the Series 66, Series 63, Series 3, Series 99TO, SIE and Series 7 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Brian Joseph Visconti'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 8, 2022 - Present
JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC
Office #1: 1646 W. Snow Avenue, Tampa, FL 33606RIA
CRD#: 155392
Tampa, FL
Current
March 8, 2022 - Present
THE JEFFREY MATTHEWS FINANCIAL GROUP, L.L.C.
BD
CRD#: 41282
Tampa, FL
Past
May 29, 2020 - March 25, 2022
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
TAMPA, FL
Past
May 21, 2020 - March 25, 2022
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
TAMPA, FL
Past
October 5, 2017 - May 27, 2020
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
WILTON, CT
Past
October 3, 2017 - May 27, 2020
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
WILTON, CT
Past
September 26, 2013 - October 11, 2017
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
NEW CITY, NY
Past
September 26, 2013 - October 11, 2017
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
NEW CITY, NY
Past
April 3, 2013 - September 26, 2013
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
NEW CITY, NY
Past
April 3, 2013 - September 26, 2013
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
NEW CITY, NY
Past
October 1, 2012 - April 8, 2013
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
YORKTOWN HEIGHTS, NY
Past
October 1, 2012 - April 8, 2013
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
YORKTOWN HEIGHTS, NY
Past
April 30, 2012 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
RIA
CRD#: 25574
SOMERS, NY
Past
August 19, 2011 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
SOMERS, NY
Past
May 19, 2011 - August 19, 2011
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
POUGHKEEPSIE, NY
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
California(3/8/2022)
IAR
California(3/8/2022)
RR
Connecticut(3/8/2022)
IAR
Connecticut(3/8/2022)
RR
Delaware(3/8/2022)
RR
Florida(3/8/2022)
IAR
Florida(4/27/2022)
RR
Georgia(8/14/2025)
RR
Maine(3/8/2022)
RR
Massachusetts(3/8/2022)
RR
New Jersey(3/8/2022)
IAR
New Jersey(3/8/2022)
RR
New York(3/8/2022)
IAR
New York(4/27/2022)
RR
North Carolina(3/29/2022)
RR
South Carolina(3/8/2022)
RR
Tennessee(6/22/2023)
RR
Vermont(3/8/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral 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)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.
