William Clifford Fraley

Jeffrey Matthews Wealth Management, LLC

32 Years of Experience

1 DisclosureBroker

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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Customer Dispute

June 2003

Pending

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Employment History

Current Registrations

Jeffrey Matthews Wealth Management, LLC

March 2021 - Present · 4 yrs 11 mos

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

March 2021 - Present · 4 yrs 11 mos

Previous Registrations

Truist Advisory Services, INC.

February 2021 - March 2021 · 1 mo

Truist Investment Services, INC.Broker

February 2021 - March 2021 · 1 mo

Bb&t Securities, LLC

January 2018 - February 2021 · 3 yrs 1 mo

Bb&t Securities, LLCBroker

January 2018 - February 2021 · 3 yrs 1 mo

Bb&t Investment Services, INC.

October 2013 - January 2018 · 4 yrs 3 mos

Bb&t Investment Services, INC.Broker

October 2013 - January 2018 · 4 yrs 3 mos

Waddell & Reed

August 2009 - October 2013 · 4 yrs 2 mos

Waddell & Reed, INC.Broker

July 2009 - October 2013 · 4 yrs 3 mos

Wells Fargo Advisors, LLC

February 2006 - July 2009 · 3 yrs 5 mos

Wells Fargo Advisors, LLCBroker

July 2004 - July 2009 · 5 yrs

Quick & Reilly, INC.Broker

January 2004 - July 2004 · 6 mos

Janney Montgomery Scott LLCBroker

March 2001 - February 2004 · 2 yrs 11 mos

Empire Financial Group, INC.Broker

March 1993 - March 2001 · 8 yrs

State Registrations6 states

ALFLINMOOHWV

AdvisorBrokerBoth

Exams

No exam information available for this advisor.