Jeffrey Matthews Wealth Management, LLC

Jeffrey Matthews Wealth Management, LLC (CRD# 155392) is a financial advisory firm headquartered in Florham Park, NJ. They manage $79,096,346 in 254 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    79
    MILLION
  • Total Number of Accounts
    254
    ACCOUNTS
  • Average Account Value
    $311,403
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
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, CO, CT, DC, FL, GA, LA, MS, NC, NJ, NY, OH, OK, SC, TN, TX

Financial Advisors at Jeffrey Matthews Wealth Management, LLC
Showing 1 - 10 of 15 top financial advisors.
1
Charles E. Bailey
CRD#: 719858
30b Vreeland Road, Suite 210, Florham Park, NJ 07932

Charles Bailey (CRD# 719858) is an Investment Advisor Representative working at Jeffrey Matthews Wealth Management, LLC in Florham Park, NJ and has over 41 years of experience in the finance industry.

2
Solomon E. Cherniak
CRD#: 2753925
30b Vreeland Road, Suite 210, Florham Park, NJ 07932

Solomon Cherniak (CRD# 2753925) is an Investment Advisor Representative working at Jeffrey Matthews Wealth Management, LLC in Florham Park, NJ and has over 26 years of experience in the finance industry.

3
George S. Cleffi
CRD#: 1365768
30b Vreeland Road, Suite 210, Florham Park, NJ 07932

George Cleffi (CRD# 1365768) is an Investment Advisor Representative working at Jeffrey Matthews Wealth Management, LLC in Florham Park, NJ and has over 37 years of experience in the finance industry.

4
Stephen J. Cucchia
CRD#: 1316029
30b Vreeland Road, Suite 210, Florham Park, NJ 07932

Stephen Cucchia (CRD# 1316029) 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.

5
Anthony Demaio
CRD#: 1542177
30b Vreeland Road, Suite 210, Florham Park, NJ 07932

Anthony Demaio (CRD# 1542177) is an Investment Advisor Representative working at Jeffrey Matthews Wealth Management, LLC in Florham Park, NJ and has over 35 years of experience in the finance industry. Anthony Demaio 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.

6
William C. Fraley
CRD#: 2334771
30b Vreeland Road, Suite 210, Florham Park, NJ 07932

William Fraley (CRD# 2334771) is an Investment Advisor Representative working at Jeffrey Matthews Wealth Management, LLC in Florham Park, NJ and has over 27 years of experience in the finance industry.

7
Jerold Francus
CRD#: 4719352
30b Vreeland Road, Suite 210, Florham Park, NJ 07932

Jerold Francus (CRD# 4719352) is an Investment Advisor Representative working at Jeffrey Matthews Wealth Management, LLC in Florham Park, NJ and has over 18 years of experience in the finance industry.

8
Jeffrey R. Halpert
CRD#: 2072459
30b Vreeland Road, Suite 210, Florham Park, NJ 07932

Jeffrey Halpert (CRD# 2072459) is an Investment Advisor Representative working at Jeffrey Matthews Wealth Management, LLC in Florham Park, NJ and has over 30 years of experience in the finance industry.

9
Lyle R. Hatch
CRD#: 500415
30b Vreeland Road, Suite 210, Florham Park, NJ 07932

Lyle Hatch (CRD# 500415) is an Investment Advisor Representative working at Jeffrey Matthews Wealth Management, LLC in Florham Park, NJ and has over 30 years of experience in the finance industry.

10
John S. Lyle
CRD#: 2011230
5905 Airport Boulevard, Ste L, Mobile, AL 36608

John Lyle (CRD# 2011230) is an Investment Advisor Representative working at Jeffrey Matthews Wealth Management, LLC in Mobile, AL and has over 32 years of experience in the finance industry.

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