Jerold Francus

Jeffrey Matthews Wealth Management, LLC

22 Years of Experience

1 DisclosureBrokerSells 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

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

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History

Regulatory History (1)

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Customer Dispute

June 2015

Closed-No Action

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Jerold is a part-time ski and snowboard instructor and guest services attendant at Vail Resorts. Jerold is also a licensed insurance producer with Jeffrey Matthews Financial Group LLC.

Employment History

Current Registrations

Jeffrey Matthews Wealth Management, LLC

February 2016 - Present · 10 yrs

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

June 2015 - Present · 10 yrs 8 mos

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

June 2015 - Present · 10 yrs 8 mos

Previous Registrations

David Lerner Associates, INC.Broker

November 2003 - June 2015 · 11 yrs 7 mos

State Registrations11 states

COCTFLMDNCNJNYPATXVAWA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.