Jerold Francus has been an investment adviser representative at Jeffrey Matthews Wealth Management since February 2016, 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.
- – present · 10 yearsFlorham Park, NJ · Adviser representative · Firm CRD 155392
Investment adviser representative registrations
Jerold Francus is registered as an investment adviser representative in 7 states, as a resident of Texas. The first approvals date from February 2016; the most recent is Connecticut, in August 2023.
- ColoradoSince 31 May 2019
- ConnecticutSince 3 August 2023
- FloridaSince 2 April 2019
- New JerseySince 11 February 2016
- New YorkSince 21 May 2021
- North CarolinaSince 2 November 2020
- TexasResidentSince 15 February 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 22 December 2015 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 December 2003 |
| Series 7 | General Securities Representative Examination | 18 November 2003 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 4719352
- 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
- November 2003
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Jerold Francus work?
Jerold Francus is an investment adviser representative registered through Jeffrey Matthews Wealth Management, LLC since February 2016, and is not listed among the firm’s executive officers or direct owners.
Is Jerold Francus a financial advisor?
Yes. Jerold Francus has a current investment-adviser registration in Colorado, Connecticut, Florida, New Jersey, New York, North Carolina and Texas, through Jeffrey Matthews Wealth Management since February 2016.
How many years of experience does Jerold Francus have?
Jerold Francus has 22 years in the financial industry, since November 2003, across 1 adviser firm.
What exams has Jerold Francus passed?
Jerold Francus has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in November 2003. FINRA credited Jerold Francus with the SIE, which began in October 2018.
Where is Jerold Francus based?
Jerold Francus’ registered office is in Florham Park, NJ.
Is Jerold Francus registered with FINRA?
Yes. Jerold Francus has a current broker registration, under CRD 4719352.
Source: FINRA BrokerCheck
How can I verify Jerold Francus’ record?
Search CRD 4719352 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jerold Francus’ full registration record.
