CCO · Jeffrey Matthews Wealth Management, LLC
Ginny Colarusso
CRD 4221362 · Named on Form ADV at one SEC-registered adviser
At a glance
Jeffrey Matthews Wealth Management, LLC, an SEC-registered wealth manager based in Florham Park, NJ with $162 million in regulatory assets, lists Ginny Colarusso on its Form ADV as CCO, a control person.
Firms and roles
- Jeffrey Matthews Wealth Management, LLCCCOWealth manager · Florham Park, NJ · $162M in regulatory assets
AtlasMembers
Ginny’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Jeffrey R. HalpertPresident/ceo, Jeffrey Matthews Wealth Management, LLC
- Louis A. AlmeriniCFO, Jeffrey Matthews Wealth Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ginny’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.