Our partners, advisors, traders, operations and administrative staff are at the core of the Jeffrey Matthews name today.

Six of our seven partners have been with the firm since it was founded in 1996, which not only speaks to our commitment to succeed, but also our ability to provide long-term stability and growth for our clients. Our financial advisors have extensive experience helping clients manage their investments through the ups and downs of both the equity and fixed income markets. We maintain a Fixed Income Trading Desk, through which we carry an inventory of municipal and corporate bonds for sale to our retail and institutional clients. Today we employ 10 fixed income traders in two locations. The final piece of our team is our operations and administrative staff, which is the backbone of the Company. Each member of our operations staff and management team has in excess of 25 years of industry experience and we ensure that each office location has experienced and trained sales support staff to smoothly handle all of our clients’ needs.

Our success is due to our unique combination of experienced employees, breadth of investment options, as well as the management of our business operations, our technology platform and our commitment to customer service.

In addition to the Jeffrey Matthews team of dedicated professionals, we have a longstanding clearing arrangement through RBC Correspondent Services, a division of RBC Capital Markets Corporation, LLC member NYSE, FINRA, and SIPC, a subsidiary of the Royal Bank of Canada. RBC Correspondent Services provides trade clearance and processing services as well as acts as the custodian of our clients’ assets.