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Geoff Ira Feinstein

THE Jeffrey Matthews Financial Group, LLC

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About Geoff Ira Feinstein

Geoff Feinstein is a financial professional with over 30 years of experience in the industry. Geoff is currently registered with The Jeffrey Matthews Financial Group, LLC and holds a Series 7 and Series 63 license. Geoff is also registered in 19 states. Geoff has been with The Jeffrey Matthews Financial Group, LLC since 1997. Prior to that, Geoff worked at Halpert And Company, Inc. in Millburn, NJ. Geoff is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Geoff Feinstein 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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Geoff Feinstein’s Registration & Firm History

NJ

06/11/1997 - Present

THE Jeffrey Matthews Financial Group, LLC (FLORHAM PARK NJ)

NJ

09/03/1992 - 12/06/1996

HALPERT AND COMPANY, INC. (MILLBURN NJ)

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Licenses & Designations

BC

Issued 09/14/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/02/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Geoff Ira Feinstein.
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