Brian Visconti
Advisor at Jeffrey Matthews Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Jeffrey Matthews Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Florham Park, NJ 07932
Credentials
Series 63, Series 66
Industry experience
14 years
Brian Visconti is a financial advisor at Jeffrey Matthews Wealth Management, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Raymond James & Associates, Wells Fargo Clearing Services, and JP Morgan Securities. Visconti is a partner in Nehemiah Fund, LP, an incubator fund trading futures and forex using personal capital. Jeffrey Matthews Wealth Management, LLC serves individuals, high-net-worth clients, retirement and trust accounts, and institutional clients through a team of 16 advisors. The firm offers portfolio management, independent money manager referrals, customized financial planning, and educational seminars, employing both discretionary and non-discretionary strategies.
Based on Jeffrey Matthews Wealth Management, LLC
Based on Jeffrey Matthews Wealth Management, LLC
Negotiable flat fee may be available for financial planning depending on complexity
$25,000 - $499,999: 1.5% $500,000 - $999,999: 1.25% $1,000,000+: 1.0%
Standard rate $200 per hour for financial planning services; negotiable
Account minimum: $25,000 Fee-only: Financial planning services at $200 per hour; negotiable and flat fees may be available
30 B Vreeland Road, Suite 210
Florham Park, NJ 07932
California · Connecticut · Florida · New Jersey · New York
The Jeffrey Matthews Financial group
2022 - Present (4 years)
Raymond James & Associates
2020 - 2022 (2 years)
Wells Fargo Clearing
2017 - 2020 (3 years)
JP MORGAN securities llc
2013 - 2017 (4 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Trust company
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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