Brian Visconti has been an investment adviser representative at Jeffrey Matthews Wealth Management since March 2022, 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.
Brian Visconti’s longest registration is the current one, 4 years at Jeffrey Matthews Wealth Management since 2022. Before joining Jeffrey Matthews Wealth Management in 2022, Brian Visconti was registered through Raymond James & Associates, Inc. and Wells Fargo Clearing Services, LLC.
- – present · 4 yearsTampa, FL · Adviser representative · Firm CRD 155392
- Raymond James & Associates, Inc.– · 1 yearTampa, FL · Adviser representative · Firm CRD 705
- Wells Fargo Clearing Services, LLC– · 2 yearsWilton, CT · Adviser representative · Firm CRD 19616
- J.P. Morgan Securities LLC– · 4 yearsNew City, NY · Adviser representative · Firm CRD 79
- Wells Fargo Advisors, LLC– · under a yearNew City, NY · Adviser representative · Firm CRD 19616
- J.P. Morgan Securities LLC– · under a yearYorktown Heights, NY · Adviser representative · Firm CRD 79
- Chase Investment Services Corp.– · under a yearSomers, NY · Adviser representative · Firm CRD 25574
Investment adviser representative registrations
Brian Visconti is registered as an investment adviser representative in 4 states. The first approvals date from March 2022; the most recent are Florida and New York, in April 2022.
- ConnecticutSince 8 March 2022
- FloridaSince 27 April 2022
- New JerseySince 8 March 2022
- New YorkSince 27 April 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 3 | National Commodity Futures Examination | 6 February 2025 |
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 26 April 2012 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 July 2011 |
| Series 7 | General Securities Representative Examination | 18 May 2011 |
- Name
- National Commodity Futures Examination
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Brian Joseph Visconti
- CRD
- 5851551
- Firm
- Jeffrey Matthews Wealth Management · CRD 155392
- Office
- 1646 W. Snow Avenue, Suite 246, Tampa, FL 33606
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 2011
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Brian Visconti work?
Brian Visconti is an investment adviser representative registered through Jeffrey Matthews Wealth Management, LLC since March 2022, and is not listed among the firm’s executive officers or direct owners.
Is Brian Visconti a financial advisor?
Yes. Brian Visconti has a current investment-adviser registration in Connecticut, Florida, New Jersey and New York, through Jeffrey Matthews Wealth Management since March 2022.
How many years of experience does Brian Visconti have?
Brian Visconti has 15 years in the financial industry, since May 2011, across 5 adviser firms.
What exams has Brian Visconti passed?
Brian Visconti has passed 5 licensing exams: the Series 7, Series 63, Series 66, Series 99TO and Series 3. The earliest, the Series 7, was passed in May 2011. FINRA credited Brian Visconti with the SIE, which began in October 2018.
Where did Brian Visconti work before Jeffrey Matthews Wealth Management?
Before Jeffrey Matthews Wealth Management, Brian Visconti was registered through Wells Fargo Clearing Services, LLC, October 2017 to May 2020; J.P. Morgan Securities LLC, September 2013 to October 2017; Wells Fargo Advisors, LLC, April 2013 to September 2013; J.P. Morgan Securities LLC, October 2012 to April 2013; Chase Investment Services Corp., April 2012 to October 2012.
Where is Brian Visconti based?
Brian Visconti’s registered office is in Tampa, FL.
Is Brian Visconti registered with FINRA?
Yes. Brian Visconti has a current broker registration, under CRD 5851551.
Source: FINRA BrokerCheck
How can I verify Brian Visconti’s record?
Search CRD 5851551 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Brian Visconti’s full registration record.
