Matthew Allan Juffer
Investment adviser representative at Andersen
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$6.3BFirm assets
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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
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- AndersenOct 2023 to now
- Hjn Advisors, LLPJan 2008 to now
- Hamilton Juffer & Associates LLPJan 2006 to now
- Ausdal Financial Partners, Inc.Apr 2014 to Dec 2022
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2000
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 1 state (IA).
Andersen
Legal name: Andersen Tax LLC
$6.3BAssets managed
612Clients
22Advisers
23 yearsIn 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
- 4239679
- Firm CRD
- 124205