Jeffrey Matthews Wealth Management, LLC

CRD 155392 · Florham Park, NJ · $161.7M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 155392
SEC number: 801-132626
Firm type: RIA
Assets under management: $161.7M as of Mar 30, 2026
Website: jeffreymatthews.com ↗
Phone: 888-467-3636
Address: 30b Vreeland Road, Florham Park, NJ, 07932

Advisors at this firm

16 in our index · page 1 of 1

Charles Everett BaileyCRD 719858 · Florham Park, NJ

IA RegisteredBroker

Disclosure event(s) on record
Solomon Ethan CherniakCRD 2753925 · Florham Park, NJ

IA RegisteredBroker

Disclosure event(s) on record
George Steven CleffiCRD 1365768 · Florham Park, NJ

IA RegisteredBroker

Disclosure event(s) on record
Ginny ColarussoCRD 4221362 · Florham Park, NJ

IA RegisteredBroker

Disclosure event(s) on record
Anthony DemaioCRD 1542177 · Florham Park, NJ

IA RegisteredBroker
William Clifford FraleyCRD 2334771 · Florham Park, NJ

IA RegisteredBroker

Disclosure event(s) on record
Jerold FrancusCRD 4719352 · Florham Park, NJ

IA RegisteredBroker

Disclosure event(s) on record
Jeffrey Ross HalpertCRD 2072459 · Florham Park, NJ

IA RegisteredBroker

Disclosure event(s) on record
Lyle Russell HatchCRD 500415 · Florham Park, NJ

IA RegisteredBroker

Disclosure event(s) on record
John Swift LyleCRD 2011230 · Florham Park, NJ

IA RegisteredBroker
Darrell Randolph ManningCRD 5224772 · Mobile, AL

IA RegisteredBroker
Boris Aron MirvisCRD 1193018 · Florham Park, NJ

IA RegisteredBroker

Disclosure event(s) on record
Larry Lee MoonsCRD 1029009 · Florham Park, NJ

IA RegisteredBroker

Disclosure event(s) on record
Reynold David MusellCRD 2004871 · Florham Park, NJ

IA RegisteredBroker

Disclosure event(s) on record
Kevin Michael John OconnorCRD 1096256 · Florham Park, NJ

IA RegisteredBroker

Disclosure event(s) on record
Brian Joseph ViscontiCRD 5851551 · Tampa, FL

IA RegisteredBroker

Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 155392 ↗ FINRA BrokerCheck record for firm CRD 155392 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.