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Ginny Colarusso

Investment Adviser Representative at JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC

Florham Park, NJCRD #4221362Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
25 yrs
States Registered
3 states
Exams Passed
8

Registrations & licenses

Registration type
Dual-registered
Registered in 3 states
New JerseyNew YorkPuerto Rico
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 9/12/2022
Series 63
Uniform Securities Agent State Law Examination
Passed 8/4/2000
Series 52
Municipal Securities Representative Examination
Passed 1/2/2023
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 7/27/2000
Series 24
General Securities Principal Examination
Passed 8/21/2017
Series 53
Municipal Securities Principal Examination
Passed 12/6/2016

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
9/20/2022Florham Park, NJ
THE JEFFREY MATTHEWS FINANCIAL GROUP, L.L.C.Current
3/28/2022Florham Park, NJ
GMS GROUP
5/30/20023/25/2022East Hanover, NJ
CSFBDIRECT, INC.
7/28/20005/9/2001Jersey City, NJ

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. Ginny Colarusso 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.

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