WF
WF
William Fraley
33 Years of Experience
Florham Park, NJ
1 DisclosureBroker
William Fraley is a registered investment advisor at Jeffrey Matthews Wealth Management, LLC, based in Florham Park, NJ, with 33 years of industry experience. William 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
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.
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Location
30B Vreeland Road, Suite 210, Florham Park, NJ, 07932
Get directionsHistory
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.
Customer Dispute
June 2003Pending
Employment History
Current Registrations
Jeffrey Matthews Wealth Management, LLC
March 2021 - Present · 5 yrs 7 mos
The Jeffrey Matthews Financial Group, L.L.C.Broker
March 2021 - Present · 5 yrs 7 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
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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