• UBS

JP

Jeffrey Pupo

Senior Vice President - Wealth Management, Senior Portfolio Manager

Jeffrey Pupo is a Senior Vice President of Wealth Management at UBS Financial Services Inc., where they have focused on providing tailored financial solutions to business owners, professionals, and retirees since 2002. With a Bachelor of Science in Business Administration from Lynn University, Jeffrey holds designations as a Chartered Mutual Fund Counselor and a Chartered Retirement Plans Specialist. They have a unique understanding of business operations, having previously owned a Taekwondo School of Martial Arts. Fluent in Spanish, Jeffrey is committed to helping clients achieve their financial objectives for multiple generations while residing in Boca Raton, Florida, with their wife Rebeca and their son Alexander.

Location

Boca Raton, United States

Links


Org chart

This person is not in the org chart


Teams

This person is not in any teams


Offices

This person is not in any offices