Brian Joseph Visconti

Jeffrey Matthews Wealth Management, LLC

14 Years of Experience

2 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 (2)

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

April 2022

Settled

Employment Separation After Allegations

February 2022

View Full SEC Report How to Read Disclosures

Other Business Activities

Brian made a capital investment in Tampa Bay Total Wellness with his wife, but does not receive distributions or engage in daily operations. He is also a partner in Nehemiah Fund, LP, using personal funds to trade in futures and forex markets.