Kevin Oconnor
Kevin Oconnor is a registered investment advisor at Jeffrey Matthews Wealth Management, LLC, based in Florham Park, NJ, with 42 years of industry experience. Kevin 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 (5)
Regulatory
April 2010Regulatory
October 2008Regulatory
July 2003Regulatory
June 1998Civil
May 1981Other Business Activities
Kevin is the Secretary/Treasurer of C.S. Trendt, Inc., a public relations consulting company, and a member of the Advisory Board of First Bank of Greenwich. He receives no compensation for either role.
Employment History
Current Registrations
Jeffrey Matthews Wealth Management, LLC
The Jeffrey Matthews Financial Group, L.L.C.Broker
Previous Registrations
Jeffrey Matthews Advisory Group LLC
Jeffrey Matthews Wealth Management, LLC
Tripp & CO., INC.Broker
Tripp & CO., INC.Broker
State Registrations17 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.