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Brian Joseph Visconti

Investment Adviser Representative at JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC

Tampa, FLCRD #5851551Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
15 yrs
States Registered
13 states
Exams Passed
6

Professional summary

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

Brian Joseph Visconti has worked in the securities industry since 2011. They are registered to provide investment advisory services in 13 U.S. states.

Registrations & licenses

Registration type
Dual-registered
Registered in 13 states
CaliforniaConnecticutDelawareFloridaGeorgiaMaineMassachusettsNew JerseyNew YorkNorth CarolinaSouth CarolinaTennesseeVermont
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 4/26/2012
Series 63
Uniform Securities Agent State Law Examination
Passed 7/2/2011
Series 3
National Commodity Futures Examination
Passed 2/6/2025
Series 99
Operations Professional Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 5/18/2011

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
3/8/2022Tampa, FL
RAYMOND JAMES & ASSOCIATES, INC.
5/29/20203/25/2022Tampa, FL
WELLS FARGO CLEARING SERVICES, LLC
10/5/20175/27/2020Wilton, CT
J.P. MORGAN SECURITIES LLC
9/26/201310/11/2017New City, NY
WELLS FARGO ADVISORS, LLC
4/3/20139/26/2013New City, NY
J.P. MORGAN SECURITIES LLC
10/1/20124/8/2013Yorktown Heights, NY
CHASE INVESTMENT SERVICES CORP.
4/30/201210/1/2012Somers, NY

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. Brian Joseph Visconti 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.

Brian Joseph Visconti - Financial Advisor in Tampa, FL | AdvisorFinder