Larry Lee Moons

Jeffrey Matthews Wealth Management, LLC

42 Years of Experience

2 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment Management

Jeffrey Matthews Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

16 advisors

Number of Clients

360 clients

Average Client Portfolio

$353K average

Assets Under Management

$127.2M

Fee Structure

Location

5905 Airport Boulevard, Ste L, Mobile, AL, 36608

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History

Regulatory History (2)

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Regulatory

September 2003

Final

Regulatory

March 2001

Final

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Larry is the owner of ProInvestment Solutions, offering both securities and insurance products. This requires a full-time commitment, with minimal time spent during trading hours.

Employment History

Current Registrations

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

October 2022 - Present · 3 yrs 4 mos

Jeffrey Matthews Wealth Management, LLC

September 2022 - Present · 3 yrs 5 mos

Previous Registrations

Concourse Financial Group Advisors

January 2007 - August 2022 · 15 yrs 7 mos

Concourse Financial Group Securities, INC.Broker

December 2006 - August 2022 · 15 yrs 8 mos

Amsouth Investment Management Company LLC

September 2005 - November 2006 · 1 yr 2 mos

Amsouth Investment Services, INC.Broker

August 2005 - October 2006 · 1 yr 2 mos

UBS Financial Services INC.

September 2000 - September 2005 · 5 yrs

UBS Financial Services INC.Broker

August 2000 - September 2005 · 5 yrs 1 mo

J.C. Bradford & CO.Broker

February 1999 - August 2000 · 1 yr 6 mos

J.C. Bradford & CO.Broker

January 1999 - February 1999 · 1 mo

Legg Mason Wood Walker, IncorporatedBroker

December 1993 - February 1999 · 5 yrs 2 mos

Dean Witter Reynolds INC.Broker

March 1986 - October 1986 · 7 mos

A. G. Edwards & Sons, INC.Broker

January 1984 - December 1993 · 9 yrs 11 mos

A. G. Edwards & Sons, INC.Broker

November 1983 - March 1986 · 2 yrs 4 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

January 1983 - May 1985 · 2 yrs 4 mos

State Registrations5 states

ALFLMSOKTX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.