George Steven Cleffi

Jeffrey Matthews Wealth Management, LLC

40 Years of Experience

1 DisclosureBroker

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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 (1)

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Customer Dispute

October 2003

Denied

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Employment History

Current Registrations

Jeffrey Matthews Wealth Management, LLC

September 2019 - Present · 6 yrs 5 mos

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

September 2019 - Present · 6 yrs 5 mos

Previous Registrations

RBC Capital Markets, LLC

May 2011 - September 2019 · 8 yrs 4 mos

RBC Capital Markets, LLCBroker

March 2002 - September 2019 · 17 yrs 6 mos

Tucker Anthony IncorporatedBroker

September 1999 - March 2002 · 2 yrs 6 mos

Gibraltar Securities CO.Broker

June 1985 - September 1999 · 14 yrs 3 mos

State Registrations10 states

CACTFLMANJNYPASCTXVA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.