Louis Almerini has been CFO of Jeffrey Matthews Wealth Management since November 2023, is not listed as a control person, but directly owns under 5% of the firm.
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.
No adviser firm registrations are on Louis Almerini’s record.
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | 2 January 2023 |
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| Series 27 | Financial and Operations Principal Examination | 16 April 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- Operations Professional Examination
- Name
- Financial and Operations Principal Examination
- Full name
- Louis Achille Almerini
- CRD
- 1605183
- Firm
- Jeffrey Matthews Wealth Management · CRD 155392
- Role
- CFO
- Registration
- Broker registration; no current adviser registration
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Louis Almerini work?
Louis Almerini has been CFO of Jeffrey Matthews Wealth Management, LLC since November 2023.
Does Louis Almerini have a current investment-adviser registration?
Louis Almerini has a current broker registration and no current investment-adviser registration.
What exams has Louis Almerini passed?
Louis Almerini has passed 3 licensing exams: the Series 27, SIE and Series 99TO. The earliest, the Series 27, was passed in April 2010.
Is Louis Almerini registered with FINRA?
Yes. Louis Almerini has a current broker registration, under CRD 1605183.
Source: FINRA BrokerCheck
How can I verify Louis Almerini’s record?
Search CRD 1605183 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Louis Almerini’s full registration record.
