AdvisorOS Directory
Claim Profile
Unclaimed Profile
JM

Jose Rafael Fernandez Martinez

ORIENTAL FINANCIAL SERVICES LLC·SAN JUAN, Puerto Rico
SIE, Series 3, Series 4, Series 7, Series 27, Series 52TO, Series 53, Series 63, Series 99TOClean recordORIENTAL FINANCIAL SERVICES LLC
270 MUNOZ RIVERA AVE, SAN JUAN, PR 00918CRD# 1556546Firm CRD# 29753

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jose Rafael Fernandez Martinez · SAN JUAN, PR
Registration
CRD #1556546 · ORIENTAL FINANCIAL SERVICES LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 4
Series 7
Series 27
Series 52TO
Series 53
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ORIENTAL FINANCIAL SERVICES LLC
CRD 29753 · SEC 801-88203
AUM
$284M
Regulatory assets under management
Employees
28
469 client accounts
Services offered by ORIENTAL FINANCIAL SERVICES LLC
Per Form ADV
Other
View all advisors at ORIENTAL FINANCIAL SERVICES LLC →
Introduction

Speak with Jose Rafael

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jose Rafael is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SAN JUAN?

Browse all registered financial advisors in SAN JUAN, Puerto Rico or claim this profile if it's yours.

Browse SAN JUAN AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Jose Rafael Fernandez Martinez offer?
Jose Rafael Fernandez Martinez specializes in Fee-Only Advisory. Contact their office in SAN JUAN, Puerto Rico for a consultation.
What are Jose Rafael Fernandez Martinez's credentials?
Jose Rafael Fernandez Martinez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jose Rafael Fernandez Martinez located?
Jose Rafael Fernandez Martinez is based in SAN JUAN, Puerto Rico, working with ORIENTAL FINANCIAL SERVICES LLC. Their office serves clients in the SAN JUAN metropolitan area and surrounding communities.
How does Jose Rafael Fernandez Martinez charge for services?
Jose Rafael Fernandez Martinez's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ORIENTAL FINANCIAL SERVICES LLC?
ORIENTAL FINANCIAL SERVICES LLC has approximately 28 employees and manages $284M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at ORIENTAL FINANCIAL SERVICES LLC

Alejandro Miguel Pascual Navarro
SAN JUAN, PR
Sean Warren Miles Barbosa
SAN JUAN, PR
Glenda L. Munoz Galarza
SAN JUAN, PR
Mariela Torres
SAN JUAN, PR
Sonia Emilia Marbarak
SAN JUAN, PR

More Advisors in SAN JUAN, Puerto Rico

Maribel M. Ortiz Castro
PARLIAMENT CAPITAL MANAGEMENT, LLC·SAN JUAN, PR
Frank Peter Vasquez
VAB ADVISORS, LLC.·SAN JUAN, PR
William Stuart Wright
THOMAS WRIGHT ASSET MANAGEMENT, INC.·SAN JUAN, PR
Thomas Peter Civitano
VAB ADVISORS, LLC.·SAN JUAN, PR
Carlos Verner Ubinas Taylor
UBS TRUST COMPANY OF PUERTO RICO·SAN JUAN, PR
Emmanuel Loubriel
JIRAU CAPITAL MANAGEMENT LLC·SAN JUAN, PR

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Puerto Rico
GUAYNABO (35)HATO REY (14)DORADO (5)LUGUILLO (2)OLD SAN JUAN, SAN JUAN (0)PONCE (0)SAN SEBASTIAN (0)CAGUAS (0)HATILLO (0)RINCON (0)
City Guides
GUAYNABO GuideHATO REY GuideDORADO GuideLUGUILLO GuideOLD SAN JUAN, SAN JUAN Guide
Research
Advisor Fees in Puerto RicoNational Fee Analysis
Request removal of this profile