John Swift Lyle
Investment adviser representative at Jeffrey Matthews Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
$161.7MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Jeffrey Matthews Wealth Management, LLCJul 2019 to now
- The Jeffrey Matthews Financial Group LLCJul 2019 to now
- Stifel Nicolaus & Co IncFeb 2016 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (AL).
Jeffrey Matthews Wealth Management, LLC
$161.7MAssets managed
367Clients
16Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2011230
- Firm CRD
- 155392