Boris Aron Mirvis

Jeffrey Matthews Wealth Management, LLC

37 Years of Experience

1 DisclosureBrokerSells Insurance

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 (1)

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Regulatory

December 2013

Final

View Full SEC Report How 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 · 8 yrs 6 mos

The Jeffrey Matthews Financial Group, L.L.C.Broker

August 2017 - Present · 8 yrs 6 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 Registrations13 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.