Matthew
Juffer
Andersen
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About this Advisor
Matthew Juffer is a financial advisor based in Des Moines, Iowa, working with Andersen. Matthew has previously held positions at Hamilton Juffer & Associates Llp, Hjn Advisors, Llp, and Ausdal Financial Partners, Inc. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Iowa. Currently, Matthew is part of Andersen, which operates out of Des Moines, Iowa. The firm has 5 offices and 1,861 employees. The firm manages assets totaling $5.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Andersen includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Andersen Brokerage Details
$4,963,236,000
1,861
446
$11,128,332
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Matthew Juffer Work History
Hjn Advisors, Llp
Hamilton Juffer & Associates Llp
Ausdal Financial Partners, Inc
Disclosures
Please visit the SEC profile of Matthew Juffer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Andersen
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
Des Moines, IA
Boston, MA
West Palm Beach, FL
Des Moines, IA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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