Jeffrey Halpert
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- Full Name
- Jeffrey Ross Halpert
- Title
- President and Chief Executive Officer
- Firm
- The Jeffrey Matthews Financial Group, LLC; Jeffrey Matthews Wealth Management, LLC
- Firm Type
- Full-service securities broker-dealer and affiliated investment adviser / wealth-management firm
- Target Company Profile
- Retail investors, high-net-worth individuals, charitable foundations, institutional clients, 401(k)/pension plans, and bond funds
- Sector Focus
- Fixed income and municipal bonds; equities; mutual funds; insurance products
- Geographic Focus
- United States, with headquarters in Florham Park, New Jersey and branch locations listed in Alabama, Connecticut, Michigan, Illinois, Florida, and other offices
- Location
- Florham Park, New Jersey
Background
Jeffrey Ross Halpert is President and CEO of The Jeffrey Matthews Financial Group, LLC and a founding partner of both The Jeffrey Matthews Financial Group and Jeffrey Matthews Wealth Management, LLC. The firm says it was established in 1996 and began with a specialty in municipal bonds before expanding into a full-service securities brokerage business.
Halpert received a Bachelor of Science and Management from Tulane University’s A.B. Freeman School of Business and an M.B.A. from Fordham University. His firm bio states that he holds FINRA Series 7, 8, 24, 53, 63, and 65 registrations, along with life, health, variable annuity, and viatical settlement insurance licenses.
FINRA BrokerCheck lists Halpert as both President and CEO of The Jeffrey Matthews Financial Group, LLC, CRD #41282. BrokerCheck lists the firm’s main office at 30B Vreeland Road, Suite 210, Florham Park, NJ 07932, and shows the firm as approved on November 27, 1996.
The available public record does not support the stub claim that Halpert is primarily an angel investor or seed-stage venture investor. The verifiable profile is that of a broker-dealer / wealth-management executive focused on public-market securities, municipal and corporate bonds, advisory services, and insurance products.
Investment Thesis & Focus
- Jeffrey Matthews describes its historical specialty as municipal bonds, emphasizing wealth preservation and tax-free fixed income.
- The firm now offers a broader menu of investment products, including tax-free and taxable municipal bonds, corporate bonds, CMOs, government-agency bonds, CDs, zero-coupon bonds, corporate notes, common stocks, ETFs, preferred stock, MLPs, REITs, mutual funds, 529 plans, and insurance products.
- The firm’s stated client base includes retail investors, high-net-worth individuals, charitable foundations, institutional clients, 401(k)/pension plans, and bond funds.
- The firm describes its approach as helping clients “navigate the financial markets” and develop strategies to “build and sustain their wealth.”
- No public source found in this research verified a seed-stage check size, startup investment thesis, or angel-investor portfolio for Halpert.
Notable Investments
- No publicly verifiable angel, venture, or seed-stage portfolio investments were found for Jeffrey Halpert.
- The verifiable investment activity is through Jeffrey Matthews Financial Group and Jeffrey Matthews Wealth Management, which provide brokerage and advisory services across fixed income, equities, mutual funds, and insurance products.
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