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Donald Lester Carman

THE Jeffrey Matthews Financial Group, LLC

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About Donald Lester Carman

Donald Lester Carman is a financial professional with over 40 years of experience in the securities industry. Donald is currently registered with The Jeffrey Matthews Financial Group, LLC and holds a Series 7, Series 24, Series 41 and SIE licenses. Donald is also registered in 14 states. Donald's previous experience includes roles with Tripp & Co., Inc. and Lebenthal & Co., Inc.

Firm Information

Donald Carman is currently registered with THE Jeffrey Matthews Financial Group, LLC. THE Jeffrey Matthews Financial Group, LLC is a Limited Liability Company formed in October 1996. The firm is registered with the SEC and in 49 states.

Not reported

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Donald Carman’s Registration & Firm History

NJ

12/21/2007 - Present

THE Jeffrey Matthews Financial Group, LLC (HAZLET TWSP NJ)

NJ

05/11/1981 - 11/03/2008

TRIPP & CO., INC. (WEST KEANSBURG NJ)

NA

03/01/1976 - 05/29/1981

LEBENTHAL & CO., INC.

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Licenses & Designations

BC

Issued 11/12/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/28/1982

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/06/1984

Series 41 - NYSE Allied Member Examination

BC

Issued 02/21/1976

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Donald Lester Carman.
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