JEFFREY ROSS HALPERT is an investment adviser representative (IAR) with state registration records since 2005, appearing at 3 firms. Currently registered with JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| JEFFREY MATTHEWS ADVISORY GROUP LLC | 2015-04-17 | 2015-08-07 | — |
| JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC | 2014-06-05 | present | Yes |
| THE JEFFREY MATTHEWS INVESTMENT ADVISORY GROUP LLC | 2005-01-05 | 2007-12-10 | — |