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Perry Alexander Switzer

Jeffrey Matthews Wealth Management, LLC
40 Years of Experience
3 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

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History

Regulatory History (3)
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
March 2003
Denied
Customer Dispute
February 2003
Award / Judgment
Customer Dispute
October 2000
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Perry is the President of Flats Homeowners Association, spending minimal time on it. Perry is also a licensed insurance producer with Jeffrey Matthews Financial Group LLC.

Employment History
Current Registrations
Jeffrey Matthews Wealth Management, LLC
March 2016 - Present · 9 yrs 11 mos
The Jeffrey Matthews Financial Group, L.L.C.Broker
March 2016 - Present · 9 yrs 11 mos
Previous Registrations
UBS Financial Services INC.
August 2014 - March 2016 · 1 yr 7 mos
UBS Financial Services INC.Broker
August 2014 - March 2016 · 1 yr 7 mos
Wells Fargo Advisors, LLC
April 2012 - August 2014 · 2 yrs 4 mos
Wells Fargo Advisors, LLCBroker
April 2012 - August 2014 · 2 yrs 4 mos
Morgan Stanley Smith BarneyBroker
June 2009 - May 2012 · 2 yrs 11 mos
Morgan Stanley Smith Barney LLC
June 2009 - May 2012 · 2 yrs 11 mos
Morgan Stanley & CO. IncorporatedBroker
January 2008 - June 2009 · 1 yr 5 mos
Morgan Stanley & CO. Incorporated
January 2008 - June 2009 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2005 - January 2008 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2005 - January 2008 · 2 yrs 11 mos
Banc of America Investment Services, INC.
October 2004 - March 2005 · 5 mos
Banc of America Investment Services, INC.Broker
October 2004 - March 2005 · 5 mos
Quick & Reilly, INC.
December 2002 - October 2004 · 1 yr 10 mos
Quick & Reilly, INC.Broker
May 2002 - October 2004 · 2 yrs 5 mos
Navillus Securities, INC.Broker
January 2002 - February 2002 · 1 mo
First Union Securities, INC.Broker
October 2000 - November 2001 · 1 yr 1 mo
First Union Brokerage Services, INC.Broker
August 2000 - October 2000 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1996 - July 2000 · 4 yrs 5 mos
Donald & CO. Securities INC.Broker
December 1993 - January 1996 · 2 yrs 1 mo
Olde Discount CorporationBroker
February 1986 - January 1994 · 7 yrs 11 mos
First Southeastern CompanyBroker
March 1985 - September 1985 · 6 mos
Dean Witter Reynolds INC.Broker
August 1983 - October 1984 · 1 yr 2 mos
State Registrations9 states
FLIDILMDNCNJNYPATN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Perry Alexander Switzer - Financial Advisor | TrueAdvisor