Matthew Juffer has been Managing Director - Des Moines Ics of Andersen Tax since February 2023, is not listed as a control person, but directly owns under 5% of the firm. Matthew Juffer holds a BS in Accounting from Iowa State University and a JD from Drake Law School.
Andersen Tax LLC is a McLean, VA firm with $6.35B under management, 612 clients and 50 advisers across 7 offices, as of its March 2026 filing.
Matthew Juffer is Managing Director of Andersen, based in Des Moines. He is Office Managing Director for the Des Moines office and a member of the Private Client Services practice. He has more than 30 years of experience providing coordinated income, estate, and gift tax planning for high-net-worth individuals and multigenerational families. Before joining Andersen, he worked at Hamilton Juffer and Associates LLP and KPMG.
Matthew Juffer’s longest registration was 13 years at HJN Advisors, LLP (2010–2024). Before joining Andersen Tax in 2023, Matthew Juffer was registered through HJN Advisors, LLP and First Allied Securities, Inc.
- HJN Advisors, LLP– · 13 yearsDes Moines, IA · Adviser representative · Firm CRD 154983
- First Allied Securities, Inc.– · 1 yearDes Moines, IA · Adviser representative · Firm CRD 32444
- KPMG Investment Advisors– · 4 yearsDes Moines, IA · Adviser representative · Firm CRD 111778
Investment adviser representative registrations
Matthew Juffer is registered as an investment adviser representative in Iowa, since October 2023.
- IowaSince 11 October 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 25 June 2008 |
| Series 7 | General Securities Representative Examination | 10 March 2008 |
| Series 65 | Uniform Investment Adviser Law Examination | 10 October 2000 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 2 August 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Matthew Allan Juffer
- CRD
- 4239679
- Firm
- Andersen Tax · CRD 124205
- Role
- Managing Director - Des Moines Ics
- Office
- 666 GRAND AVE, SUITE 2400, Des Moines, IA 50309
- Registration
- Investment adviser registration
- In the industry since
- June 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- andersen.com
Where does Matthew Juffer work?
Matthew Juffer has been Managing Director - Des Moines Ics of Andersen Tax LLC since February 2023.
Is Matthew Juffer a financial advisor?
Yes. Matthew Juffer has a current investment-adviser registration in Iowa, through Andersen Tax since October 2023.
How many years of experience does Matthew Juffer have?
Matthew Juffer has 22 years in the financial industry, since June 2004, across 4 adviser firms.
What exams has Matthew Juffer passed?
Matthew Juffer has passed 4 licensing exams: the Series 6, Series 65, Series 7 and Series 63. The earliest, the Series 6, was passed in August 2000. FINRA credited Matthew Juffer with the SIE, which began in October 2018.
Where did Matthew Juffer work before Andersen Tax?
Before Andersen Tax, Matthew Juffer was registered through First Allied Securities, Inc., April 2009 to January 2011; KPMG Investment Advisors, February 2001 to November 2005.
Where is Matthew Juffer based?
Matthew Juffer’s registered office is in Des Moines, IA.
Is Matthew Juffer registered with FINRA?
No. Matthew Juffer has no current broker registration.
How can I verify Matthew Juffer’s record?
Search CRD 4239679 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Juffer’s full registration record.
Mark VorsatzChief Executive Officer/Managing Director/Chairman of Board
Neal LivingstonManaging Director/Chief Financial Officer- Morgan ChongChief Compliance Officer
Frank CassidyManaging Director/Board Member
Peter CosciaManaging Director/Board
Peter CroccoManaging Director/Board Member
William DeckelmanManaging Director/Chief Legal Officer
Daniel DepaoliCountry Managing Director
Mary DuffyManaging Director/Board Member
Joseph KarczewskiManaging Director/Board Member
Andrew KyriacouManaging Director - Boston Ics
Adam LevyManaging Director - New York Ics
Jeff MaloManaging Director, Board Member
Adam SteinbergerManaging Director/Board Member
Chad ThielManaging Director/Board Member
Brian UllspergerManaging Director - McLean Ics