Boris Mirvis has been an investment adviser representative at Jeffrey Matthews Wealth Management since August 2017, and is not listed among the firm’s executive officers or direct owners.
Jeffrey Matthews Wealth Management, LLC is a Florham Park, NJ firm with $162M under management, 367 clients and 15 advisers across 6 offices, as of its July 2026 filing.
Boris Mirvis’ longest registration is the current one, 9 years at Jeffrey Matthews Wealth Management since 2017. Before joining Jeffrey Matthews Wealth Management in 2017, Boris Mirvis was registered through RBC Capital Markets, LLC and J. B. Hanauer & Co.
- – present · 9 yearsFlorham Park, NJ · Adviser representative · Firm CRD 155392
- RBC Capital Markets, LLC– · 7 yearsFlorham Park, NJ · Adviser representative · Firm CRD 31194
- J. B. Hanauer & Co.– · 7 yearsParsippany, NJ · Adviser representative · Firm CRD 6958
Investment adviser representative registrations
Boris Mirvis is registered as an investment adviser representative in New Jersey, since August 2017.
- New JerseySince 22 August 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 25 March 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 4 June 1987 |
| Series 7 | General Securities Representative Examination | 20 April 1985 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 30 March 1984 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Boris Aron Mirvis
- CRD
- 1193018
- Firm
- Jeffrey Matthews Wealth Management · CRD 155392
- Office
- 30B VREELAND ROAD, SUITE 210, Florham Park, NJ 07932
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 1988
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Boris Mirvis work?
Boris Mirvis is an investment adviser representative registered through Jeffrey Matthews Wealth Management, LLC since August 2017, and is not listed among the firm’s executive officers or direct owners.
Is Boris Mirvis a financial advisor?
Yes. Boris Mirvis has a current investment-adviser registration in New Jersey, through Jeffrey Matthews Wealth Management since August 2017.
How many years of experience does Boris Mirvis have?
Boris Mirvis has 38 years in the financial industry, since January 1988, across 3 adviser firms.
What exams has Boris Mirvis passed?
Boris Mirvis has passed 4 licensing exams: the Series 6, Series 7, Series 63 and Series 65. The earliest, the Series 6, was passed in March 1984. FINRA credited Boris Mirvis with the SIE, which began in October 2018.
Where did Boris Mirvis work before Jeffrey Matthews Wealth Management?
Before Jeffrey Matthews Wealth Management, Boris Mirvis was registered through RBC Capital Markets, LLC, October 2009 to August 2017; J. B. Hanauer & Co., June 2002 to October 2009.
Where is Boris Mirvis based?
Boris Mirvis’ registered office is in Florham Park, NJ.
Is Boris Mirvis registered with FINRA?
Yes. Boris Mirvis has a current broker registration, under CRD 1193018.
Source: FINRA BrokerCheck
How can I verify Boris Mirvis’ record?
Search CRD 1193018 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Boris Mirvis’ full registration record.
