Perry Switzer, financial advisor Florham Park NJ

Perry Switzer

CRD Number: 1174064
Current Firm: Jeffrey Matthews Wealth Management, LLC

Perry Switzer (CRD# 1174064) is an Investment Advisor Representative working at Jeffrey Matthews Wealth Management, LLC in Florham Park, NJ and has over 38 years of experience in the finance industry.

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Origin Investment Advisory LLC
Company Name Location Dates Years
Jeffrey Matthews Financial Group LLC Florham Park, NJ Mar 2016 - Current 8
Ubs Financial Services Inc. Tampa, FL Aug 2014 - Feb 2016 1
Wells Fargo Advisors, LLC Tampa, FL Apr 2012 - Aug 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1985
S65 NASAA Investment Advisors Law Examination Mar 1996
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Perry A. Switzer
Phone Number: 888-467-3636
Registered State(s):
  • FL
  • NJ
  • TN
By the Numbers
  • Total Assets Under Management
    139
    MILLIONS
  • Total Number of Accounts
    405
    ACCOUNTS
  • Average Account Value
    $343,648
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, CA, CO, CT, DC, FL, GA, LA, MS, NC, NJ, NY, OH, OK, SC, TN, TX

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