Jeffrey Matthews Wealth Management, LLC

Jeffrey Matthews Wealth Management, LLC (CRD# 155392) is a financial advisory firm headquartered in Florham Park, NJ. They manage $145,220,235 in 393 accounts and serve the financial needs of clients across 17 states (or territories).

Current Firm Details
30b Vreeland Road, Suite 210, Florham Park, NJ 07932
http://jeffreymatthews.com
By the Numbers
  • Total Assets Under Management
    145
    MILLION
  • Total Number of Accounts
    393
    ACCOUNTS
  • Average Account Value
    $369,517
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
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 11 - 15 of 15 top financial advisors.
11
Reynold Musell, financial advisor Florham Park NJ
Reynold D. Musell
CRD#: 2004871
30b Vreeland Road, Suite 210, Florham Park, NJ 07932

Reynold Musell (CRD# 2004871) is an Investment Advisor Representative working at Jeffrey Matthews Wealth Management, LLC in Florham Park, NJ and has over 34 years of experience in the finance industry.

12
Kevin Oconnor, financial advisor Florham Park NJ
Kevin M. Oconnor
CRD#: 1096256
30b Vreeland Road, Suite 210, Florham Park, NJ 07932

Kevin Oconnor (CRD# 1096256) is an Investment Advisor Representative working at Jeffrey Matthews Wealth Management, LLC in Florham Park, NJ and has over 40 years of experience in the finance industry.

13
Perry Switzer, financial advisor Florham Park NJ
Perry A. Switzer
CRD#: 1174064
30b Vreeland Road, Suite 210, Florham Park, NJ 07932

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.

14
Brian Visconti, financial advisor Tampa FL
Brian J. Visconti
CRD#: 5851551
1646 W. Snow Avenue, Suite 246, Tampa, FL 33606

Brian Visconti (CRD# 5851551) is an Investment Advisor Representative working at Jeffrey Matthews Wealth Management, LLC in Tampa, FL and has over 12 years of experience in the finance industry.

15
Ginny Colarusso, financial advisor Florham Park NJ
Ginny Colarusso
CRD#: 4221362
30b Vreeland Road, Suite 210, Florham Park, NJ 07932

Ginny Colarusso (CRD# 4221362) is an Investment Advisor Representative working at Jeffrey Matthews Wealth Management, LLC in Florham Park, NJ and has over 23 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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