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CB
CB

Charles Everett Bailey

Jeffrey Matthews Wealth Management, LLC
44 Years of Experience
4 DisclosuresBrokerSells Insurance
View SEC Summary
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

Get directions

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
July 2014
Settled
Customer Dispute
October 2009
Settled
Customer Dispute
May 2006
Closed-No Action
Customer Dispute
January 2001
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Charles is a passive investor in Powair International, a wind turbine manufacturer, since 2011, dedicating minimal time. He is also a licensed insurance producer with Jeffrey Matthews Financial Group LLC.

Employment History
Current Registrations
Jeffrey Matthews Wealth Management, LLC
September 2018 - Present · 7 yrs 5 mos
The Jeffrey Matthews Financial Group, L.L.C.
September 2018 - Present · 7 yrs 5 mos
The Jeffrey Matthews Financial Group, L.L.C.Broker
September 2018 - Present · 7 yrs 5 mos
Previous Registrations
Jeffrey Matthews Wealth Management, LLC
September 2018 - September 2018 · 0 mos
B. Riley Wealth ManagementBroker
July 2015 - September 2018 · 3 yrs 2 mos
B Riley Wealth Management
July 2015 - September 2018 · 3 yrs 2 mos
Raymond James & Associates, INC.
February 2013 - June 2015 · 2 yrs 4 mos
Raymond James & Associates, INC.Broker
February 2013 - June 2015 · 2 yrs 4 mos
Morgan Keegan & Company, INC.
June 1991 - February 2013 · 21 yrs 8 mos
Morgan Keegan & Company, INC.Broker
February 1989 - February 2013 · 24 yrs
The Robinson-Humphrey Company INC.Broker
December 1980 - February 1989 · 8 yrs 2 mos
State Registrations5 states
ALGALAMSNC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.