Brian Joseph Visconti
Investment adviser representative at Jeffrey Matthews Wealth Management, LLC
13 yearsExperience
4 statesRegistered 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
13 years in the industry.
- Jeffrey Matthews Wealth Management, LLCMar 2022 to now
- The Jeffrey Matthews Financial GroupMar 2022 to now
- Raymond James & Associates, Inc.May 2020 to Feb 2022
- Wells Fargo Clearing Services, LLCOct 2017 to May 2020
- JP Morgan Securities LLCSep 2013 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 4 states (CT, FL, NJ, NY).
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
- 5851551
- Firm CRD
- 155392