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The Jeffrey Matthews Financial Group




The Jeffrey Matthews Financial Group is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
 
The Company is a full-service broker & dealer with an investment advisory arm. The Jeffrey Matthews Financial Group, LLC is a NASD member and clears its brokerage operations on a fully disclosed basis through National Financial Services, LLC a Fidelity Investments Company. NFS is a New York Stock Exchange member who in addition to regular SIPC insurance of $100,000 cash, $400,000 in securities for a total of $500,000 insures regular customer accounts with a private carrier for their total net equity. 
 
JMFG is currently licensed as a broker-dealer in 31 states whose accounts assets total over $2 billion. The Jeffrey Matthews Investment Advisory Group is a licensed investment advisory firm. The Company is affiliated with accountants and attorneys specializing in estate planning who will help you in both your tax and estate planning requirements.
 
The Jeffrey Matthews Financial Advisory Group provides professionally managed Wrap Accounts for both the individual and corporate investor who feels more comfortable having an annual fee-based account instead of the traditional commission based account.  JMFA develops recommendations and strategies for their clients by gathering information from them as to determine both their financial objectives and risk tolerance.  If the need arises, JMFA is associated with professionals ranging from the insurance industry, estate planning, and accounting to help suggest an appropriate course of action in matters concerning these issues. 
 
They specialize in both Life Insurance and Variable Annuity products. The Jeffrey Matthews Financial Family works with some of the largest life insurance and annuity companies to provide JMFF client's families with products for estate planning or tax-deferred investments.
 
The Company also handles business' qualified retirement plans, such as 401 K's and Simple IRA's, through its association with some of the largest mutual fund companies in the U.S. 

The Jeffrey Matthews Financial Group is licensed to sell Life Insurance, Health Insurance and Annuities. They believe their combination of fixed income expertise, access to institutional money managers and insurance products allows them to provide their clients with financial products and services with which to meet their financial goals.

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