Jorge Francisco Alifonso-Castro

Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 09/2010 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 09/2010 → 10/2023
  Equitable Advisors, Llc
  New York, NY
• 10/2023 → Present
  Mml Investors Services Llc
  San Juan, PR
• 10/2023 → Present
  Massmutual Life Insurance Co
  San Juan, PR

Previous Registrations

• 2012-05-31 → 2023-10-25
  Equitable Advisors, Llc
  San Juan, PR
  San Juan, PR

Other Businesses

(1)NAME: JORGE ALIFONSO INV REL: Y ADD: 270 MUNOZ RIVERA, STE 102, SAN JUAN, PR 00918 NATURE: OUTSIDE INSURANCE SALES POSITION: AGENT START DATE: 1/1/2021 NO HRS/MO: 4 NO HRS/MO DUR TRADING: 0 DESCRIBE DUTIES: LIFE, FIXED ANNUITIES, DISABILITY, AND PROPERTY & CASUALTY. (2)NAME: MFM LLC INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: OWNER OF LLC FOR PASS TRHOUGH COMPENSATION POSITION: PRESIDENT/OWNER START DATE: 6/1/2024 NO HRS/MO: 10 NO HRS/MO DUR TRADING: 4 DESCRIBE DUTIES: RECEIVE ADVISORY FEES FOR ALL ADVISORY (CRIA) ACCOUNTS. (3)NAME: RAPOSO AND ASSOCIATES LLC INV REL: Y ADD: 600 PIEDRAS NEGRAS, 1303 VENUS GARDENS, SAN JUAN, PR 00926 NATURE: TAX SERVICES & BUSINESS CONSULTING POSITION: BUSINESS DEVELOPMENT START DATE: 1/1/2021 NO HRS/MO: 4 NO HRS/MO DUR TRADING: 0 DESCRIBE DUTIES: HELP ESTABLISH NEW IDEAS AND PROCESSES TO OBTAIN PROSPECTS AND CLIENTS TO THE TAX SERVICE FIRM. (4) NAME: M8 CAPITAL LLC INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: INVESTMENT LLC POSITION: OWNER OF INVESTMENT LLC START DATE: 09/26/2025 NO HRS/MO: 5 NO/HRS MO DUR TRADING: 0 DESCRIBE DUTIES: MANAGE INVESTMENT ACCOUNT.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-05-19
• S63 Uniform Securities Agent State Law Examination
  2010-12-15

Designations

• Chartered Financial Consultant

Other Names

• Jorge F. Alifonso-Castro
• Jorge Alifonso