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Matthew Barcus

Jefferies LLC

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About Matthew Barcus

Matthew Barcus is a financial advisor with Jefferies LLC. Matthew has been in the industry since December 2019 and is registered with the Financial Industry Regulatory Authority (FINRA) and 53 states. Matthew is licensed to sell securities and has earned the Series 63, Series 86, Series 87, Series 7TO, and SIE licenses. Matthew's previous experience includes working as a financial advisor at Chardan Capital Markets LLC and Wedbush Securities Inc.

Firm Information

Matthew Barcus is currently registered with Jefferies LLC. Jefferies LLC is a Limited Liability Company formed on March 1, 2013, operating in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. They are approved by the SEC and hold active registrations in all 53 jurisdictions.

Not reported

Assets Under Management

Not reported

Total Clients

446

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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Matthew Barcus’s Registration & Firm History

CA

04/24/2024 - Present

Jefferies LLC (SAN FRANCISCO CA)

NY

06/15/2021 - 07/05/2023

CHARDAN CAPITAL MARKETS LLC (NEW YORK NY)

CA

02/21/2019 - 06/02/2021

WEDBUSH SECURITIES INC. (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 09/13/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/22/2019

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 06/21/2019

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 02/21/2019

Series 7TO - General Securities Representative Examination

BC

Issued 12/20/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Matthew Barcus.
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