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

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
36
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 under individual ownership. Publicly available snapshots classify the firm as "Unclassified" and show several negative flags: it is not designated as a capital allocator, does not identify as an active ESG investor, and is not listed as a multi-state or newly formed adviser. It also is not identified as a pension consultant or as a related adviser. The firm has not provided published detail about its client base, fee structure, advisory activities, or manager allocation preferences.

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 5
  • Jeffrey Halpert

    Jeffrey Halpert

    President, CEOCRD 2072459

  • Louis Almerini

    Louis Almerini

    Chief Financial OfficerCRD 1605183

  • Maria Tsalis

    Independent ContractorCRD 1946496

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Contacts

3 of 31
  • Brian Visconti

    Brian Visconti

    Financial AdvisorCRD 5851551

  • Darrell Manning

    Investment AdvisorCRD 5224772

  • Lyle Hatch

    Lyle Hatch

    Registered RepresentativeCRD 500415

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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