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HALPERT, JEFFREY, ROSS

B61
IAR CRD 2072459·Industry start 1991-09-04

Identity

Legal name
HALPERT, JEFFREY, ROSS
CRD
2072459
NPN
—

Career

Previous employments
HALPERT AND COMPANY, INC.1991-09-05
JEFFREY MATTHEWS ADVISORY GROUP LLC2015-04-17
Current branches
THE JEFFREY MATTHEWS FINANCIAL GROUP, L.L.C.
JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC
Designations
—
Education
—

BrokerCheck signals

Industry start
1991-09-04
Est. age
57
Age confidence
—
Est. birth year
1969
BC active
Yes
IA active
Yes
Disclosures
Yes
Private residence
Yes

Firm affiliations

1
JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC
IAR · Direct Owner · 87.5% ownership
CRD 155392