William Clifford Fraley
Investment adviser representative at Jeffrey Matthews Wealth Management, LLC
8 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
8 years in the industry.
- Jeffrey Matthews Wealth Management, LLCMar 2021 to now
- Jeffrey Matthews Financial Group, LLCMar 2021 to now
- Truist Advisory Services, Inc.Feb 2021 to Mar 2021
- Truist Investment Services, Inc.Feb 2021 to Mar 2021
- Bb&t Securities, LLCJan 2018 to Mar 2021
- Bb&t Investment Services, Inc.Oct 2013 to Mar 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2005
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
- 2334771
- Firm CRD
- 155392