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Charles Everett Bailey

Investment Adviser Representative at JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC

Florham Park, NJCRD #719858Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
45 yrs
States Registered
5 states
Exams Passed
8

Registrations & licenses

Registration type
Dual-registered
Registered in 5 states
AlabamaGeorgiaLouisianaMississippiNorth Carolina
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/12/1994
Series 63
Uniform Securities Agent State Law Examination
Passed 12/17/1980
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 3
National Commodity Futures Examination
Passed 10/6/1983
Series 7
General Securities Representative Examination
Passed 11/15/1980
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 1/2/2023
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 1/2/2023
Series 8
General Securities Sales Supervisor Examination (Options Module & General Module)
Passed 4/17/1995

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
9/13/2018Florham Park, NJ
THE JEFFREY MATTHEWS FINANCIAL GROUP, L.L.C.Current
9/7/2018Mobile, AL
JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC
9/7/20189/12/2018Mobile, AL
B RILEY WEALTH MANAGEMENT
7/28/20159/10/2018Mobile, AL
RAYMOND JAMES & ASSOCIATES, INC.
2/13/20136/18/2015Mobile, AL
MORGAN KEEGAN & COMPANY, INC.
6/10/19912/13/2013Mobile, AL

Official records & sources

Data as of August 11, 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. Charles Everett Bailey 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.

Charles Everett Bailey - Financial Advisor in Florham Park, NJ | AdvisorFinder