JR
Jeffrey Ross Halpert
CRD 2072459
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Jeffrey Matthews Wealth Management, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Jeffrey Matthews Wealth Management, Llc
Ceo · 50% – 75% · May 2018
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗