JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC
SEC RegisteredAt Jeffrey Matthews we have built our reputation on our knowledge of the financial markets
About the firm
The Jeffrey Matthews Financial Group, LLC is an investment advisory firm whose financial professionals are knowledgeable in the financial markets with a passion for servicing clients and their diverse needs.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fixed income/bonds, equities, mutual funds, and insurance.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 258 | $46M |
| High Net Worth Individuals | 94 | $106M |
| State/Municipal Entities | 7 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
16 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Tier 1 | 1.50% |
| Tier 2 | 1.25% |
| Tier 3 | 1.00% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC 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 the SEC or FINRA websites before making any decision.