Larry Lee Moons
Investment Adviser Representative at JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC
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 August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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