Lyle Hatch has been an investment adviser representative at Jeffrey Matthews Wealth Management since September 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.
Lyle Hatch’s longest registration was 9 years at The GMS Group, LLC (2010–2019). Before joining Jeffrey Matthews Wealth Management in 2019, Lyle Hatch was registered through The GMS Group, LLC and RBC Dain Rauscher Inc.
- – present · 7 yearsFlorham Park, NJ · Adviser representative · Firm CRD 155392
- The GMS Group, LLC– · 9 yearsLivingston, NJ · Adviser representative · Firm CRD 8000
- RBC Dain Rauscher Inc.– · 1 yearFlorham Park, NJ · Adviser representative · Firm CRD 31194
Investment adviser representative registrations
Lyle Hatch is registered as an investment adviser representative in New Jersey, since September 2019.
- New JerseySince 18 September 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 27 March 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 January 1992 |
| Series 7 | General Securities Representative Examination | 17 September 1977 |
- 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
- Lyle Russell Hatch
- CRD
- 500415
- 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 1978
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Lyle Hatch work?
Lyle Hatch is an investment adviser representative registered through Jeffrey Matthews Wealth Management, LLC since September 2019, and is not listed among the firm’s executive officers or direct owners.
Is Lyle Hatch a financial advisor?
Yes. Lyle Hatch has a current investment-adviser registration in New Jersey, through Jeffrey Matthews Wealth Management since September 2019.
How many years of experience does Lyle Hatch have?
Lyle Hatch has 48 years in the financial industry, since April 1978, across 3 adviser firms.
What exams has Lyle Hatch passed?
Lyle Hatch has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in September 1977. FINRA credited Lyle Hatch with the SIE, which began in October 2018.
Where did Lyle Hatch work before Jeffrey Matthews Wealth Management?
Before Jeffrey Matthews Wealth Management, Lyle Hatch was registered through The GMS Group, LLC, September 2010 to September 2019; RBC Dain Rauscher Inc., November 2002 to November 2003.
Where is Lyle Hatch based?
Lyle Hatch’s registered office is in Florham Park, NJ.
Is Lyle Hatch registered with FINRA?
Yes. Lyle Hatch has a current broker registration, under CRD 500415.
Source: FINRA BrokerCheck
How can I verify Lyle Hatch’s record?
Search CRD 500415 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Lyle Hatch’s full registration record.
