Jeffrey Matthews Wealth Management, LLC

Jeffrey Matthews Wealth Management, LLC (CRD# 155392) is a financial advisory firm headquartered in Florham Park, NJ. They manage $17,387,153 in 32 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $543,349
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, CA, CT, DC, FL, GA, NC, NJ, NY, SC, TX, WI

Financial Advisors at Jeffrey Matthews Wealth Management, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Mark E. Hagerson
CRD#: 3046041
108 4th Avenue So., Ste A, Safety Harbor, FL 34695
93
Wealthminder
score

Mark Hagerson (CRD# 3046041) is an Investment Advisor Representative working at Jeffrey Matthews Wealth Management, LLC in Safety Harbor, FL and has over 8 years of experience in the finance industry.

2
Jody G. Zellner
CRD#: 5359285
108 4th Avenue So., Ste A, Safety Harbor, FL 34695
90
Wealthminder
score

Jody Zellner (CRD# 5359285) is an Investment Advisor Representative working at Jeffrey Matthews Wealth Management, LLC in Safety Harbor, FL and has over 4 years of experience in the finance industry.

3
Jerold Francus
CRD#: 4719352
30b Vreeland Road, Suite 210, Florham Park, NJ 07932
83
Wealthminder
score

Jerold Francus (CRD# 4719352) is an Investment Advisor Representative working at Jeffrey Matthews Wealth Management, LLC in Florham Park, NJ and has over 12 years of experience in the finance industry.

4
Perry A. Switzer
CRD#: 1174064
108 4th Avenue So., Ste A, Safety Harbor, FL 34695
83
Wealthminder
score

Perry Switzer (CRD# 1174064) is an Investment Advisor Representative working at Jeffrey Matthews Wealth Management, LLC in Safety Harbor, FL and has over 31 years of experience in the finance industry.

5
Jeffrey R. Halpert
CRD#: 2072459
30b Vreeland Road, Suite 210, Florham Park, NJ 07932
63
Wealthminder
score

Jeffrey Halpert (CRD# 2072459) is an Investment Advisor Representative working at Jeffrey Matthews Wealth Management, LLC in Florham Park, NJ and has over 24 years of experience in the finance industry.

6
Kevin M. Oconnor
CRD#: 1096256
30b Vreeland Road, Suite 210, Florham Park, NJ 07932
53
Wealthminder
score

Kevin Oconnor (CRD# 1096256) is an Investment Advisor Representative working at Jeffrey Matthews Wealth Management, LLC in Florham Park, NJ and has over 33 years of experience in the finance industry.

7
Christopher S. Brettner
CRD#: 1256267
108 4th Avenue So., Ste A, Safety Harbor, FL 34695
44
Wealthminder
score

Christopher Brettner (CRD# 1256267) is an Investment Advisor Representative working at Jeffrey Matthews Wealth Management, LLC in Safety Harbor, FL and has over 25 years of experience in the finance industry. Christopher Brettner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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