JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC of FLORHAM PARK, NJ is an SEC-registered investment adviser (CRD 155392). Regulatory assets under management: $161.7M. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Louis Achille Almerini | CFO | — |
| Jeffrey Ross Halpert | PRESIDENT/CEO | — |
| Ginny Colarusso | CCO | — |
| CUCCHIA STEPHEN JOHN | CCO | — |
| HALPERT JEFFREY ROSS | CEO | — |
| PASCULLI ANTHONY GREGORY | MEMBER | — |
| HYNES EDWARD JAMES | MEMBER | — |
| CHIECO DAVID ANTHONY | MEMBER | — |
| FEINSTEIN GEOFF IRA | MEMBER | — |
| GARBUS STEVEN DAVID | MEMBER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |
| — | civil | — | — | — |
| City | State | Employees | Phone |
|---|---|---|---|
| MOBILE | AL | 4 | 251-301-0869 |
| GREENWICH | CT | 1 | 888-467-3636 |
| FAIRHOPE | AL | 1 | 251-928-9008 |
| BOCA RATON | FL | 1 | 9738056222 |
| — | — | 1 | 8458576508 |