Jeffrey Robert Mauritzen

Employer firm

Farmers Asset Management, LLC CRD 336230

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/1999 → Present
  Farmers Insurance Group
  Arlington Heights, IL
• 03/2009 → Present
  Farmers Financial Solutions, Llc
  Arlington Heights, IL
• 08/2023 → Present
  Team Usa Mortgage
  Arlington Heights, IL
• 08/2023 → Present
  Jeffrey R Mauritzen Insurance Agency Dba 3 Point Financial
  Arlington Heights, IL
• 09/2025 → Present
  Farmers Asset Management, Llc
  Westlake Village, CA

Other Businesses

TEAM USA MORTGAGE POSITION: Mortgage Loan Originator NATURE: Mortgage loan origination INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/07/2023 ADDRESS: Arlington Heights IL 60004, United States DESCRIPTION: Originating mortgage loans for home purchases and refinancing. 3 POINT FINANCIAL POSITION: Insurance Agent NATURE: Small to mid size group health insurance INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/07/2023 ADDRESS: Arlington Heights IL 60004, United States DESCRIPTION: Agent supervising sub producers RENTAL PROPERTY POSITION: Owner NATURE: Rental property INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 04/08/2024 ADDRESS: Cape Coral FL 33904, United States DESCRIPTION: Owner of property. Management company handles a majority of daily activities. JEFFREY R MAURITZEN INS AGENCY DBA 3 POINT FINANCIAL POSITION: Agency Owner NATURE: Added a DBA to my S-Corp Jeffrey R Mauritzen Ins Agency INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/02/2023 ADDRESS: Arllington Heights IL 60004, United States DESCRIPTION: Licensed insurance agent appointed with various insurance carriers.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-10-09

Designations

• Certified Financial Planner

Other Names

• Jeff Mauritzen