Kevin Michael John Oconnor

Jeffrey Matthews Wealth Management, LLC

42 Years of Experience

5 DisclosuresBroker

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

30B Vreeland Road, Suite 210, Florham Park, NJ, 07932

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History

Regulatory History (5)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

April 2010

Final

Regulatory

October 2008

Final

Regulatory

July 2003

Final

Regulatory

June 1998

Final

Civil

May 1981

Final

View Full SEC Report How to Read Disclosures

Other Business Activities

Kevin is the Secretary/Treasurer of C.S. Trendt, Inc., a public relations consulting company, and a member of the Advisory Board of First Bank of Greenwich. He receives no compensation for either role.

Employment History

Current Registrations

Jeffrey Matthews Wealth Management, LLC

April 2014 - Present · 11 yrs 10 mos

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

December 2007 - Present · 18 yrs 2 mos

Previous Registrations

Jeffrey Matthews Advisory Group LLC

June 2015 - August 2015 · 2 mos

Jeffrey Matthews Wealth Management, LLC

November 2011 - January 2013 · 1 yr 2 mos

Tripp & CO., INC.Broker

January 1984 - November 2008 · 24 yrs 10 mos

Tripp & CO., INC.Broker

March 1983 - October 1983 · 7 mos

State Registrations18 states

ARCACTDCFLIDILMAMDMONCNHNJNYPASCTXVA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.