Jeff Tommy Velastegui

Current Employers

Employment History

• 05/2007 → Present
  Mass Mutual Life Insurance Company
  Hauppauge, NY
• 05/2007 → Present
  Mml Investors Services, Llc
  Hauppauge, NY

Other Businesses

(1) NAME: LEGACY ADVISOR GROUP INC INV REL: Y ADDR: AT RESIDENTIAL ADDRESS NATURE: INDIVIDUAL LIFE, PROPERTY/CASUALTY, HEALTH, GROUP LIFE, GROUP HEALTH, CHARGE FEES FOR NON-COMMISSION PLANNING SERVICES OR POLICY AUDITS WHEN APPROPRIATE POSITION: SALES, OWNERSHIP, AGENT START: 9/1/2019 NO HRS/MO: 20 NO HRS/MO DUR TRADING: 1. (2) NAME: JEFF VELASTEGUI/SONRISA FOUNDATION INV REL: Y ADDR: AT RESIDENTIAL ADDRESS NATURE: NONPROFIT ORGANIZATION POSITION: FOUNDER & PRESIDENT START: 03/01/2022 NO HRS/MO: 8 NO HRS/MO DUR TRADING: 0 DUTIES: ORGANIZE ANNUAL ACTIVITIES (TOY/FOOD DRIVE); PROVIDE FINANCIAL ASSISTANCE TO YOUTH FOR EDUCATION; FUNDRAISING. (3) NAME: SAINT PETERS CHURCH - TRUST COMMITTEE INV REL: Y ADDR: AT RESIDENTIAL ADDRESS NATURE: NONPROFIT ORGANIZATION POSITION: TRUST COMMITTEE MEMBER START: 01/25/2022 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 0 DUTIES: FOUR 90-MINUTE MEETINGS PER YEAR TO HELP MONITOR AND WORK WITH OTHER COMMITTEE MEMBERS ON THE CHURCH'S ENDOWMENT. (4) NAME: RABUN GAP-NACOOCHEE SCHOOL INV REL: N ADD: 339 NACOOCHEE DRIVE, RABUN GAP GA 30568 NATURE: PRIVATE BOARDING SCHOOL POSITION: BOARD OF DIRECTORS START DATE: 07/01/2023 NO. HR/MO: 25 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: ATTEND 6 MEETINGS PER YEAR (9 IN PERSON AND 3 ZOOM) I'VE BEEN ASKED TO PARTICIPATE IN THE PLANNED GIVING AND LEGACY COMMITTEE (5) NAME: JEFF T. VELASTEGUI INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: LIFE SETTLEMENT TRANSACTION POSITION: AGENT START DATE: 10/16/2023 NO HRS/MO: 1-3 NO/HRS MO DUR TRADING: 1-3 DESCRIBE DUTIES: PERFORM ANALYSIS OF LIFE SETTLEMENT OPPORTUNTIES FOR CLIENTS WHO HAVE INSURANCE POLICIES THAT THEY CAN'T AFFORD OR DONT NEED ANYMORE. (6) NAME: 1998 LEGACY HOLDING LLC INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: REALTOR/REAL ESTATE POSITION: MANAGING MEMBER START DATE: 02/26/2024 NO HRS/MO: 10 NO/HRS MO DUR TRADING: 0 DESCRIBE DUTIES: BUY AND REHAB PROPERTIES TO RENT.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-29
• S63 Uniform Securities Agent State Law Examination
  2002-02-08

Other Names

• Jeff Tommy Reyes
• Jeff Tommy Velastegui
• Tommy Jeff Velastegui