Lyle Russell Hatch

Jeffrey Matthews Wealth Management, LLC

47 Years of Experience

4 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 (4)

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.

Customer Dispute

February 1998

Settled

Customer Dispute

August 1997

Settled

Criminal

January 1979

Final Disposition

Civil

August 1976

Final

View Full SEC Report How to Read Disclosures

Other Business Activities

Lyle is a board member for the borough of Hawthorne NJ zoning board since January 2021. This requires a few hours per week.

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

The Gms Group, LLC

September 2010 - September 2019 · 9 yrs

The Gms Group, LLCBroker

November 2003 - September 2019 · 15 yrs 10 mos

RBC Dain Rauscher INC.

November 2002 - November 2003 · 1 yr

RBC Dain Rauscher INC.Broker

April 2002 - November 2003 · 1 yr 7 mos

Tucker Anthony IncorporatedBroker

November 1999 - March 2002 · 2 yrs 4 mos

Gibraltar Securities CO.Broker

April 1991 - September 1999 · 8 yrs 5 mos

E.A. Moos & CO. L.P.Broker

August 1986 - October 1990 · 4 yrs 2 mos

Bevill, Bresler & Schulman IncorporatedBroker

July 1983 - April 1985 · 1 yr 9 mos

Hanauer, Stern & Company,incorporatedBroker

March 1976 - July 1983 · 7 yrs 4 mos

State Registrations7 states

CAFLGAMINCNJPA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.