Jeffrey Ross Halpert
Investment Adviser Representative at JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jeffrey Ross Halpert has worked in the securities industry since 1991. They are registered to provide investment advisory services in 31 U.S. states.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Tier 1 | 1.50% |
| Tier 2 | 1.25% |
| Tier 3 | 1.00% |
Firm-stated minimum; may be waived at the firm's discretion.
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.
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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