Jeffrey Halpert has been President/CEO of Jeffrey Matthews Wealth Management since September 2010, is a control person of the firm and directly owns 75% or more of it. Jeffrey Halpert holds a Bachelor of Science and Management from A.B. Freeman School of Business, Tulane University and a Masters in Business Administration from Fordham University.
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.
Jeffrey Halpert is President and Chief Executive Officer of The Jeffrey Matthews Financial Group, LLC and Jeffrey Matthews Wealth Management, LLC, where he is also a Founding Partner. He has twenty-four years of industry experience and holds FINRA Series 7, 8, 24, 53, 63 and 65 registrations, along with life, health, variable annuity and viatical settlement insurance licenses.
Jeffrey Halpert’s longest registration is the current one, 12 years at Jeffrey Matthews Wealth Management since 2014. Before joining Jeffrey Matthews Wealth Management in 2014, Jeffrey Halpert was registered through The Jeffrey Matthews Investment Advisory Group LLC.
- Jeffrey Matthews Advisory Group LLC– · under a yearFlorham Park, NJ · Adviser representative · Firm CRD 175432
- – present · 12 yearsFlorham Park, NJ · Adviser representative · Firm CRD 155392
- The Jeffrey Matthews Investment Advisory Group LLC– · 2 yearsMillburn, NJ · Adviser representative · Firm CRD 124966
Investment adviser representative registrations
Jeffrey Halpert is registered as an investment adviser representative in 6 states. The first approvals date from June 2014; the most recent is New York, in May 2021.
- AlabamaSince 15 January 2016
- ColoradoSince 14 April 2020
- ConnecticutSince 2 July 2014
- FloridaSince 2 October 2015
- New JerseySince 5 June 2014
- New YorkSince 21 May 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 52TO | Municipal Securities Representative Examination | 25 September 2025 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 2 January 2023 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 2 January 2023 |
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 4 June 2014 |
| Series 53 | Municipal Securities Principal Examination | 17 April 2009 |
| Series 24 | General Securities Principal Examination | 10 October 1996 |
| Series 8 | General Securities Sales Supervisor Examination (Options Module & General Module) | 28 June 1995 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 September 1992 |
| Series 7 | General Securities Representative Examination | 3 September 1991 |
- Name
- Municipal Securities Representative Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Municipal Securities Principal Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Sales Supervisor Examination (Options Module & General Module)
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeffrey Ross Halpert
- CRD
- 2072459
- Firm
- Jeffrey Matthews Wealth Management · CRD 155392
- Role
- President/CEO
- Office
- 30B VREELAND ROAD, SUITE 210, Florham Park, NJ 07932
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 1991
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- jeffreymatthews.com
Where does Jeffrey Halpert work?
Jeffrey Halpert has been President/CEO of Jeffrey Matthews Wealth Management, LLC since September 2010, and is a control person of the firm.
Is Jeffrey Halpert a financial advisor?
Yes. Jeffrey Halpert has a current investment-adviser registration in Alabama, Colorado, Connecticut, Florida, New Jersey and New York, through Jeffrey Matthews Wealth Management since June 2014.
How many years of experience does Jeffrey Halpert have?
Jeffrey Halpert has 35 years in the financial industry, since September 1991, across 3 adviser firms.
What exams has Jeffrey Halpert passed?
Jeffrey Halpert has passed 10 licensing exams: the Series 7, Series 63, Series 8, Series 24, Series 53, Series 65, Series 9, Series 10, Series 99TO and Series 52TO. The earliest, the Series 7, was passed in September 1991. FINRA credited Jeffrey Halpert with the SIE, which began in October 2018.
Where did Jeffrey Halpert work before Jeffrey Matthews Wealth Management?
Before Jeffrey Matthews Wealth Management, Jeffrey Halpert was registered through The Jeffrey Matthews Investment Advisory Group LLC, January 2005 to December 2007.
Where is Jeffrey Halpert based?
Jeffrey Halpert’s registered office is in Florham Park, NJ.
Is Jeffrey Halpert registered with FINRA?
Yes. Jeffrey Halpert has a current broker registration, under CRD 2072459.
Source: FINRA BrokerCheck
How can I verify Jeffrey Halpert’s record?
Search CRD 2072459 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jeffrey Halpert’s full registration record.