linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeffrey Carson Matthews

Good Life Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your Profile

About Jeffrey Carson Matthews

Jeffrey Carson Matthews is a financial advisor currently registered with Good Life Advisors, LLC. Jeffrey has been in the industry since 2021 and has a Series 7TO, Series 66 and SIE license. He is registered in North Carolina and specializes in providing financial advice to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Jeffrey also has experience working with LPL Financial LLC and Cambridge Investment Research, Inc.

Firm Information

Jeffrey Matthews is currently registered with Good Life Advisors, LLC. Good Life Advisors, LLC is a financial advisory firm based in Reading, PA. They provide a wide range of advisory services, including financial planning, portfolio management for individuals, and educational seminars. The firm has a strong focus on serving high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans. They manage over $2.9 billion in assets and have over 100 investment advisor representatives and licensed agents on staff.
Good Life Advisors, LLC

2395 LANCASTER PIKE

READING, PA 19607

$2.90B

Assets Under Management

Not reported

Total Clients

90

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Planning subscription fee

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jeffrey Matthews’s Registration & Firm History

PA

03/09/2023 - Present

Good Life Advisors, LLC (READING PA)

NC

11/18/2021 - 09/21/2022

CAMBRIDGE INVESTMENT RESEARCH, INC. (Cary NC)

Not sure if Jeffrey Carson Matthews is right for you?

Licenses & Designations

BOTH

Issued 12/23/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/18/2021

Series 7TO - General Securities Representative Examination

BC

Issued 06/29/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Carson Matthews.
Not sure if Jeffrey Carson Matthews is right for you?