Jerold Francus
Jerold Francus is a registered investment advisor at Jeffrey Matthews Wealth Management, LLC, based in Florham Park, NJ, with 22 years of industry experience. Jerold 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 (1)
Customer Dispute
June 2015Other Business ActivitiesSells Insurance
Jerold is a part-time ski and snowboard instructor and guest services attendant at Vail Resorts. Jerold is also a licensed insurance producer with Jeffrey Matthews Financial Group LLC.
Employment History
Current Registrations
Jeffrey Matthews Wealth Management, LLC
The Jeffrey Matthews Financial Group, L.L.C.
The Jeffrey Matthews Financial Group, L.L.C.Broker
Previous Registrations
David Lerner Associates, INC.Broker
State Registrations11 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
More Advisors
- Lyle HatchJeffrey Matthews Wealth Management, LLC
- Jeffrey HalpertJeffrey Matthews Wealth Management, LLC
- Boris MirvisJeffrey Matthews Wealth Management, LLC
- William FraleyJeffrey Matthews Wealth Management, LLC
- Ginny ColarussoJeffrey Matthews Wealth Management, LLC
- Kevin OconnorJeffrey Matthews Wealth Management, LLC