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William Clifford Fraley Jr

Investment Adviser Representative at JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC

CRD #2334771Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
33 yrs
States Registered
6 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 6 states
AlabamaFloridaIndianaMissouriOhioWest Virginia
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/19/2005
Series 63
Uniform Securities Agent State Law Examination
Passed 3/8/1995
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 3/23/1993
Series 4
Registered Options Principal Examination
Passed 8/18/1995

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
3/5/2021
TRUIST ADVISORY SERVICES, INC.
2/17/20213/8/2021Atlanta, GA
BB&T SECURITIES, LLC
1/2/20182/17/2021Richmond, VA
BB&T INVESTMENT SERVICES, INC.
10/22/20131/2/2018Foley, AL
WADDELL & REED
8/12/200910/23/2013Tallahassee, FL
WELLS FARGO ADVISORS, LLC
2/3/20067/8/2009Bay Minnette, 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. William Clifford Fraley Jr 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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