FIND A THE JEFFREY MATTHEWS FINANCIAL GROUP, L.L.C. FINANCIAL ADVISOR NEAR ME
Find, Compare and Monitor Financial Advisors at THE JEFFREY MATTHEWS FINANCIAL GROUP, L.L.C.
Looking for a Financial Advisor at THE JEFFREY MATTHEWS FINANCIAL GROUP, L.L.C.?
We have compiled every financial advisor who works at THE JEFFREY MATTHEWS FINANCIAL GROUP, L.L.C. in our database for you to search through. On this page, you will be able to find the closest financial advisors to you geographically, advisors with specific certifications that you are looking for, as well as many other filtering capabilities to help you search.
If you need additional assistance finding the specific financial advisor you are looking for, please use our search tool below and type in either their name or CRD number.
FIRM PROFILE
Overview
THE JEFFREY MATTHEWS FINANCIAL GROUP, L.L.C. is located at 30b Vreeland Road Ste 210, Florham Park, NJ 07932 and was first established at Woodbridge, New Jersey in 10/09/1996. After operating for 29 years, THE JEFFREY MATTHEWS FINANCIAL GROUP, L.L.C. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of THE JEFFREY MATTHEWS FINANCIAL GROUP, L.L.C.’s clients are individuals and 0% of their clients are high net worth individuals. THE JEFFREY MATTHEWS FINANCIAL GROUP, L.L.C. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at THE JEFFREY MATTHEWS FINANCIAL GROUP, L.L.C. are registered to handle securities or provide financial advice. The firm has 8 disclosures, 6 being regulatory events, 0 being client events, and 2 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access THE JEFFREY MATTHEWS FINANCIAL GROUP, L.L.C.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at THE JEFFREY MATTHEWS FINANCIAL GROUP, L.L.C.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for THE JEFFREY MATTHEWS FINANCIAL GROUP, L.L.C. Comes From
Understanding the Statistics for THE JEFFREY MATTHEWS FINANCIAL GROUP, L.L.C. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
No Information
No Information
FIRM INFORMATION
30b Vreeland Road Ste 210, Florham Park, NJ 07932
30b Vreeland Road Ste 210, Florham Park, NJ 07932
Small
(973) 805-6222
New Jersey since 10/09/1996
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| HALPERT, JEFFREY ROSS | CEO | 2072459 | |
| HALPERT, JEFFREY ROSS | PRESIDENT | 2072459 | |
| HYNES, EDWARD JAMES JR | MEMBER | 1058397 | |
| PASCULLI, ANTHONY GREGORY | MEMBER | 2238324 | |
| CHIECO, DAVID ANTHONY | MEMBER | 1563513 | |
| FEINSTEIN, GEOFF IRA | MEMBER | 2259310 | |
| ALMERINI, LOUIS ACHILLE | FINOP | 1605183 | |
| COLARUSSO, GINNY | CCO | 4221362 | |
| GARBUS, STEVEN DAVID | MEMBER | 1268525 |
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
How Do I Determine Which Firm to Work With?
Advisor's working at THE JEFFREY MATTHEWS FINANCIAL GROUP, L.L.C.
George Steven Cleffi
Anthony Demaio
John Swift Lyle JR
Compare statistics for financial advisors here.
Review financial advisor disclosures here.
