The Jeffrey Matthews Financial Group, L.L.C.

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
37
Avg account
$0

Firm details

Headquarters
Florham Park, New Jersey
CRD number
41282
Registered since
November 27, 1996

Firm profile

FINTRX

Overview

The Jeffrey Matthews Financial Group, L.L.C. is organized as a limited liability company and has been SEC-registered since 1996. The firm is owned by an individual and is listed in the database with an "Unclassified" adviser type. Public metadata indicates it is not designated as a capital allocator, not an active ESG investor, not a multi-state adviser, and is neither a pension consultant nor a related adviser. The firm supplied no narrative about its investment approach, target clients, fee model, or advisory activities in the source material.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Louis Almerini

    Louis Almerini

    Chief Financial OfficerCRD 1605183

  • Maria Tsalis

    Independent ContractorCRD 1946496

  • Jeffrey Halpert

    Jeffrey Halpert

    President, CEOCRD 2072459

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Contacts

3 of 33
  • Charles Bailey

    Registered RepresentativeCRD 719858

  • John Simpson

    Executive Vice PresidentCRD 2510597

  • Chadwick Carrick

    Vice President, InvestmentsCRD 3093870

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Florham Park, NJ

Morris

Location

Florham Park, NJ

Headquartered in Florham Park, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Morris
Address
30 B Vreeland Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth