JM
JM
Jeffrey Mafuz is a registered investment advisor, based in Hato Rey, PR, with 16 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold.
Location
31 Calaf St, Hato Rey, PR, 00918
Get directionsHistory
Regulatory History (2)
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Customer Dispute
May 2018Withdrawn
Customer Dispute
June 2017Denied
Other Business ActivitiesSells Insurance
Jeffrey is an insurance agent for Oriental Insurance LLC, selling life, fixed, and variable annuities, dedicating a few hours per week. He will also be a silent partner in En Concreto LLC, a residential remodeling business, spending minimal time discussing progress and opportunities.
Employment History
Current Registrations
Npa Asset Management, LLC
November 2025 - Present · 11 mos
Nationwide Planning Associates INC.Broker
November 2025 - Present · 11 mos
Previous Registrations
Oriental Financial Services LLC
February 2020 - November 2025 · 5 yrs 9 mos
Oriental Financial Services LLCBroker
March 2010 - November 2025 · 15 yrs 8 mos
State Registrations3 states
FLPRVA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.