Adviser and broker representative · Jeffrey Matthews Wealth Management, LLC
Brian J. Visconti
CRD 5851551 · Tampa, FL
At a glance
Brian J. Visconti is an investment adviser representative with Jeffrey Matthews Wealth Management, LLC in Tampa, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Brian’s SEC record dates to 2012, about 14 years ago. Brian is also registered as a broker representative.
Current advisory firm
- Jeffrey Matthews Wealth Management, LLCSince March 2022Tampa, FL · $162M in regulatory assets
SEC adviser record
- Registered since
- 2012 (14 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 4 states
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Brian’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 6 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.