Reynold David Musell

Jeffrey Matthews Wealth Management, LLC

35 Years of Experience

2 DisclosuresBroker

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 (2)

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

November 2008

Denied

Customer Dispute

August 2001

Award / Judgment

View Full SEC Report How to Read Disclosures

Other Business Activities

Reynold acquired a 5% ownership interest in Mullen Farms LP through his mother's estate. This activity is not investment-related.

Employment History

Current Registrations

Jeffrey Matthews Wealth Management, LLC

March 2022 - Present · 3 yrs 11 mos

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

March 2022 - Present · 3 yrs 11 mos

Previous Registrations

RBC Capital Markets, LLC

May 2002 - April 2022 · 19 yrs 11 mos

RBC Capital Markets, LLCBroker

March 2002 - April 2022 · 20 yrs 1 mo

Tucker Anthony IncorporatedBroker

September 1999 - March 2002 · 2 yrs 6 mos

Gibraltar Securities CO.Broker

December 1989 - September 1999 · 9 yrs 9 mos

State Registrations14 states

AZCADEFLMAMDNCNJNYOKPASCTXVA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.