About Us

Jerald L Aloof, RFC has been a Financial Advisor since 1986.  After beginning his career with EF Hutton and Co. in New York City’s financial district, he eventually moved to a central New Jersey branch office of Dean Witter Reynolds, Inc. to develop client relationships closer to his home.  It was at Dean Witter that Jerry met and teamed up with his business partner, David Mattos in 1990.   While at Dean Witter, Jerry earned the title of Associate Vice President – Investments.  He also completed the Dean Witter Graduate School programs in Retirement Planning and Asset Allocation.

In 1993, Dave and Jerry moved their practice to UBS PaineWebber.  At UBS PaineWebber, Jerry earned the title of Vice President – Investments.  He also earned the title of Investment Management Consultant by completing the PaineWebber School of Business' program in Economics, Equity Valuation, Fixed Income and Asset Allocation.

As the financial industry was moving more toward independent investment advice, in 2003, after ten years with UBS PaineWebber, Jerry and Dave affiliated with Royal Alliance Associates, Inc. and formed JL Aloof Financial Services and Mattos Capital Management.  With their many years of experience helping investors achieve their financial goals, Jerry and Dave have developed a successful practice focusing on retirement investing and income.

Jerry is a native New Yorker.   He studied Economics and English at Israel's Bar-Ilan University and New Jersey's Rutgers University.  He and his wife, Rachelle, have 6 children and 3 grandchildren.

 
  
  
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Securities & investment advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC and a registered investment advisor. JL Aloof Financial Services, LLC is not affiliated with Royal Alliance Associates, Inc. or registered as broker-dealers or investment advisor.

This communication is strictly intended for individuals residing in the states of AZ, CA, CT, DC, DE, FL, IL, KS, MA, MD, ME, MI, MN, NC, NH, NJ, NY, OR, PA, RI, and SC. No offers may be made or accepted from any resident outside the specific state(s) referenced.



This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, CT, DE, FL, MD, MA, MN, NH, NJ, NY, NC, PA and RI. No offers may be made or accepted from any resident outside the specific states referenced.