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Boris Aron Mirvis

Investment Adviser Representative at JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC

Florham Park, NJCRD #1193018Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
38 yrs
States Registered
9 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Boris Aron Mirvis has worked in the securities industry since 1988. They are registered to provide investment advisory services in 9 U.S. states.

Registrations & licenses

Registration type
Dual-registered
Registered in 9 states
CaliforniaFloridaIowaLouisianaMassachusettsMichiganNew HampshireNew JerseyNew York
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/25/2003
Series 63
Uniform Securities Agent State Law Examination
Passed 6/4/1987
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 4/20/1985
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 3/30/1984

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Tier 11.50%
Tier 21.25%
Tier 31.00%
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Jeffrey Matthews Wealth Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

JEFFREY MATTHEWS WEALTH MANAGEMENT, LLCCurrent
8/22/2017Florham Park, NJ
RBC CAPITAL MARKETS, LLC
10/9/20098/22/2017Florham Park, NJ
J. B. HANAUER & CO.
6/5/200210/9/2009Parsippany, NJ

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Boris Aron Mirvis has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Boris Aron Mirvis - Financial Advisor in Florham Park, NJ | AdvisorFinder