Brian Visconti
Brian Visconti is a registered investment advisor at Jeffrey Matthews Wealth Management, LLC, based in Florham Park, NJ, with 14 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 360 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lyle Hatch, through Jeffrey Matthews Wealth Management, offers investment advisory services. Clients can choose between an advisory account, where they pay a percentage of their assets, or a brokerage account, where they pay commissions on each transaction. Mr. Hatch may receive 12b-1 fees from mutual fund companies and a finder's fee of up to 1% on certain mutual fund purchases when a client's holdings exceed $1 million. These fees are applied to the overall account so that the total fees will not exceed the advisory fee schedule. The advisory fees are negotiable.
Location
30B Vreeland Road, Suite 210, Florham Park, NJ, 07932
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2022Employment Separation After Allegations
February 2022Other 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.
Employment History
Current Registrations
The Jeffrey Matthews Financial Group, L.L.C.Broker
Jeffrey Matthews Wealth Management, LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
AXA Advisors, LLCBroker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.