Why Choose Us

• The average Jeffrey Matthews financial advisor and staff member has significant industry experience. It is that experience coupled with our dedication to, and the great pride we take in customer service, that makes us a great success.

• Jeffrey Matthews is a valuable resource for any fixed income-oriented client. The breadth and depth of knowledge possessed by our financial advisors and our Trading Desk as well as the various trading platforms, analytical tools, and long term industry relationships we draw upon provides comprehensive coverage of the fixed income markets and access to dealers nationwide. We encourage you to contact us to obtain the most competitive price whether you are a buyer or seller of bonds or notes.

• During the recent financial crisis, capped by the bankruptcy and forced overnight mergers of "big name" financial institutions,  clients have become increasingly aware that large organization size doesn't necessarily mean security and safety. While Jeffrey Matthews is a smaller regional specialty services firm, we prefer the slow and steady growth model and have maintained this corporate culture since our inception.

• The Jeffrey Matthews Financial Group, LLC is a member of the Securities Investor Protection Corporation (SIPC).  SIPC protects the securities of clients of its members up to $500,000 (including $100,000 for claims for cash).  Explanatory brochure available upon request at www.sipc.org.
  
  Our clearing firm, RBC Correspondent Services, is a division of RBC Capital Markets Corporation. RBC Capital Markets Corporation is also a member of (SIPC).  RBC Capital Markets Corporation has purchased an additional policy that offers coverage in excess of the protection provided by SIPC. This coverage covers additional securities and cash protection up to $99.5 million per client, of which $900,000 may be in cash. A $400 million aggregate limit applies to this additional coverage.
  
  RBC Capital Markets Corporation also offers protection if a client’s securities are missing because of theft by an outsider, computer fraud or theft by an employee for personal gain.  In such cases, the firm’s CAN$310 million Financial Institution Bond coverage would cover the client’s losses, subject to that policy’s terms, conditions and limits.
  
  Note: Neither SIPC protection, nor protection in excess of that offered by SIPC, covers a decline in the value of a client’s assets due to market loss. Additional information is available upon request or at www.sipc.org.

For more information, please contact a Jeffrey Matthews advisor.