John Lyle has been an investment adviser representative at Jeffrey Matthews Wealth Management since July 2019, 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.
John Lyle’s longest registration was 12 years at Wells Fargo Advisors, LLC (2003–2016). Before joining Jeffrey Matthews Wealth Management in 2019, John Lyle was registered through Stifel, Nicolaus & Company, Incorporated and Wells Fargo Advisors, LLC.
- – present · 7 yearsFlorham Park, NJ · Adviser representative · Firm CRD 155392
- Stifel, Nicolaus & Company, Incorporated– · 3 yearsMobile, AL · Adviser representative · Firm CRD 793
- Wells Fargo Advisors, LLC– · 12 yearsMobile, AL · Adviser representative · Firm CRD 19616
- Prudential Securities Incorporated– · 5 yearsMobile, AL · Adviser representative · Firm CRD 7471
Investment adviser representative registrations
John Lyle is registered as an investment adviser representative in Alabama, since July 2019.
- AlabamaSince 12 July 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 21 May 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 April 1990 |
| Series 7 | General Securities Representative Examination | 24 February 1990 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- John Swift Lyle
- CRD
- 2011230
- 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
- April 1990
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does John Lyle work?
John Lyle is an investment adviser representative registered through Jeffrey Matthews Wealth Management, LLC since July 2019, and is not listed among the firm’s executive officers or direct owners.
Is John Lyle a financial advisor?
Yes. John Lyle has a current investment-adviser registration in Alabama, through Jeffrey Matthews Wealth Management since July 2019.
How many years of experience does John Lyle have?
John Lyle has 36 years in the financial industry, since April 1990, across 4 adviser firms.
What exams has John Lyle passed?
John Lyle has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in February 1990. FINRA credited John Lyle with the SIE, which began in October 2018.
Where did John Lyle work before Jeffrey Matthews Wealth Management?
Before Jeffrey Matthews Wealth Management, John Lyle was registered through Wells Fargo Advisors, LLC, July 2003 to March 2016; Prudential Securities Incorporated, June 1998 to July 2003.
Where is John Lyle based?
John Lyle’s registered office is in Florham Park, NJ.
Is John Lyle registered with FINRA?
Yes. John Lyle has a current broker registration, under CRD 2011230.
Source: FINRA BrokerCheck
How can I verify John Lyle’s record?
Search CRD 2011230 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish John Lyle’s full registration record.
