John Swift Lyle

Jeffrey Matthews Wealth Management, LLC

35 Years of Experience

Broker

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

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

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

July 2019 - Present · 6 yrs 7 mos

Jeffrey Matthews Wealth Management, LLC

July 2019 - Present · 6 yrs 7 mos

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

July 2019 - Present · 6 yrs 7 mos

Previous Registrations

Stifel, Nicolaus & Company, Incorporated

February 2016 - July 2019 · 3 yrs 5 mos

Stifel, Nicolaus & Company, IncorporatedBroker

February 2016 - July 2019 · 3 yrs 5 mos

Wells Fargo Advisors, LLCBroker

July 2003 - March 2016 · 12 yrs 8 mos

Wells Fargo Advisors, LLC

July 2003 - March 2016 · 12 yrs 8 mos

Prudential Securities Incorporated

June 1998 - July 2003 · 5 yrs 1 mo

Prudential Securities IncorporatedBroker

February 1998 - July 2003 · 5 yrs 5 mos

Sterne, Agee & Leach, INC.Broker

April 1990 - March 1998 · 7 yrs 11 mos

First Birmingham Securities CorporationBroker

March 1990 - April 1990 · 1 mo

State Registrations8 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.