The Jeffrey Matthews Financial Group, L.L.C.
Firm details
- Headquarters
- Florham Park, New Jersey
- CRD number
- 41282
- Registered since
- November 27, 1996
- Website
- www.jeffreymatthews.com
Firm profile
FINTRXOverview
The Jeffrey Matthews Financial Group, L.L.C. is organized as a limited liability company and has been SEC-registered since 1996. Filings identify the ownership as individual and classify the firm as "Unclassified." The firm is not designated as a capital allocator, is not marked as an active ESG investor, and is not flagged as a pension consultant or related adviser in the source data. Public disclosures provide minimal detail about the firm's day-to-day advisory activities or client segments; there are no descriptions of target client types, fee schedules, or specific service lines in the available record.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4
Louis Almerini
Chief Financial OfficerCRD 1605183
Maria Tsalis
Independent ContractorCRD 1946496

Jeffrey Halpert
President, CEOCRD 2072459
Contacts
3 of 33Charles Bailey
Registered RepresentativeCRD 719858
John Simpson
Executive Vice PresidentCRD 2510597
Chadwick Carrick
Vice President, InvestmentsCRD 3093870
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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