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They include 258 individual clients, 94 high-net-worth individuals, and 8 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 28 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Jeffrey Matthews Wealth Management offer?","answer":"Jeffrey Matthews Wealth Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Jeffrey Matthews Wealth Management charge?","answer":"Jeffrey Matthews Wealth Management charges 1.00%–1.50% for its Advisory Services. The brochure does not state whether the rate is annual. The fee is billed in arrears and is negotiable.","source":"FIRM BROCHURE, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"How many financial advisors does Jeffrey Matthews Wealth Management have?","answer":"Jeffrey Matthews Wealth Management has 15 investment adviser representatives registered with state securities authorities, out of 15 employees, and 15 perform investment advisory functions. 15 employees are registered representatives of a broker-dealer and 10 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Jeffrey Matthews Wealth Management invest in?","answer":"At the end of its last fiscal year, Jeffrey Matthews Wealth Management’s separately managed accounts held 50% exchange-traded equities, 22% cash and equivalents, 20% registered funds (mutual funds, ETFs, BDCs), 6% investment grade corporate bonds, 1% U.S. government and agency bonds and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Jeffrey Matthews Wealth Management?","answer":"Jeffrey Matthews Wealth Management’s direct owner is Jeffrey Halpert (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 28 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Jeffrey Matthews Wealth Management get paid?","answer":"Jeffrey Matthews Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Jeffrey Matthews Wealth Management?","answer":"Jeffrey Matthews Wealth Management’s main office is at 30b Vreeland Road, Suite 210, Florham Park, NJ 07932. Its phone number is 888-467-3636. Its website is jeffreymatthews.com.","source":"Form ADV Part 1A, Item 1.F, filed 28 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}