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Boris Mirvis

Jeffrey Matthews Wealth Management, LLC
38 Years of Experience
Florham Park, NJ
1 DisclosureBrokerSells Insurance
View SEC Summary
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Boris Mirvis is a registered investment advisor at Jeffrey Matthews Wealth Management, LLC, based in Florham Park, NJ, with 38 years of industry experience. Boris is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 367 clients with $160M in assets under management.

Jeffrey Matthews Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
IM Fee
Planning only
Assets Under Management
$161.7M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

View Full SEC Brochure

Location

30B Vreeland Road, Suite 210, Florham Park, NJ, 07932

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History

Regulatory History (1)
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.
Regulatory
December 2013
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Boris is a licensed insurance producer with Jeffrey Matthews Financial Group LLC.

Employment History
Current Registrations
Jeffrey Matthews Wealth Management, LLC
August 2017 - Present · 9 yrs 2 mos
The Jeffrey Matthews Financial Group, L.L.C.Broker
August 2017 - Present · 9 yrs 2 mos
Previous Registrations
RBC Capital Markets, LLC
October 2009 - August 2017 · 7 yrs 10 mos
RBC Capital Markets, LLCBroker
October 2009 - August 2017 · 7 yrs 10 mos
J. B. Hanauer & CO.
June 2002 - October 2009 · 7 yrs 4 mos
J. B. Hanauer & CO.Broker
March 1990 - October 2009 · 19 yrs 7 mos
Jersey Capital Markets Group INC.Broker
October 1989 - March 1990 · 5 mos
Tripp & CO., INC.Broker
March 1989 - July 1989 · 4 mos
Norstar Brokerage CorporationBroker
November 1987 - June 1988 · 7 mos
Maynard Merel & CO., INC.Broker
May 1987 - September 1987 · 4 mos
Monvest Securities, INC.Broker
June 1985 - August 1985 · 2 mos
First Investors CorporationBroker
April 1984 - August 1984 · 4 mos
State Registrations9 states
CAFLIALAMAMINHNJNY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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