Jeffrey Mattonelli, financial advisor Princeton NJ

Jeffrey Mattonelli

CRD Number: 6739620
Current Firm: Van Leeuwen & Company, LLC

Jeffrey Mattonelli (CRD# 6739620) is an Investment Advisor Representative working at Van Leeuwen & Company, LLC in Princeton, NJ and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Princeton, NJ Jun 2019 - Current 2
Van Leeuwen & Company, LLC Princeton, NJ Jun 2019 - Current 2
Lincoln Financial Advisors Cherry Hill, NJ Jan 2018 - Jun 2019 1
Lincoln Financial Advisors Cherry Hill, NJ Jan 2017 - Jan 2018 1
The College Of New Jersey Ewing, NJ Aug 2013 - Dec 2017 4
Steinert High School Hamilton, NJ Sep 2009 - Jun 2013 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2019
Contact Info for Jeffrey P. Mattonelli
Phone Number: 609-580-0088
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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