Jeffrey Matuella is a registered investment advisor at Jb Financial Services, INC., based in Omaha, NE, with 23 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 71 clients with $37M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $2.0M | 0.80% |
| $2.0M - $2.5M | 0.75% |
| $2.5M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.65% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.55% |
The actual fee charged to each client is negotiable based on factors such as the client’s financial situation and circumstances, the amount of assets under management, and the complexity of the services provided.
Fee Estimator
Location
Omaha, NE
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jeffrey is a Financial Secretary for the Omaha chapter of the Sons of Italy, a service and advocacy organization. He receives a small stipend to cover expenses and spends minimal time on this activity.
Employment History
Current Registrations
Jb Financial Services, INC.
Previous Registrations
Conley Investment Counsel INC
State Registrations3 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.