Jeffrey Halpert
Jeffrey Halpert is a registered investment advisor at Jeffrey Matthews Wealth Management, LLC, based in Florham Park, NJ, with 35 years of industry experience. Jeffrey 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.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
30B Vreeland Road, Suite 210, Florham Park, NJ, 07932
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2015Regulatory
January 2010Other Business ActivitiesSells Insurance
Jeffrey is an independent insurance agent and receives compensation from insurance policy sales. He may also receive referral compensation from a real estate advisory firm.
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
The Jeffrey Matthews Investment Advisory Group LLC
Halpert and Company, INC.Broker
State Registrations31 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.
Exams
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