AdFi
LR

Lyle Russell Hatch

Investment Adviser Representative at JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC

Florham Park, NJCRD #500415Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
48 yrs
States Registered
7 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 7 states
CaliforniaFloridaGeorgiaMichiganNew JerseyNorth CarolinaPennsylvania
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/27/2000
Series 63
Uniform Securities Agent State Law Examination
Passed 1/2/1992
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/17/1977

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
9/18/2019Florham Park, NJ
THE GMS GROUP, LLC
9/2/20109/12/2019Livingston, NJ
RBC DAIN RAUSCHER INC.
11/15/200211/18/2003Florham Park, NJ

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC

Showing 12 of 16 in the directory

View JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC firm profile
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. Lyle Russell Hatch 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.

Lyle Russell Hatch - Financial Advisor in Florham Park, NJ | AdvisorFinder