Martina A. Pfeuffer
Professional summary
Martina Ann Pfeuffer, CFP®, who also goes by Martina Ann Jacono, Martina Jacono, Martina A Pfeuffer, Martina Ann Pfeuffer, Martina Pfeuffer, is a registered financial advisor currently at HAVERFORD FINANCIAL SERVICES, INC. located in Radnor, Pennsylvania.
Martina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Martina has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Martina Ann Pfeuffer's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2021
Experience
May 26, 2026 - Present
HAVERFORD FINANCIAL SERVICES, INC.
Office #1: Three Radnor Corporate Center Suite 450, Radnor, PA 19087-4580May 23, 2024 - May 11, 2026
AFFINITY WEALTH MANAGEMENT LLC
December 11, 2019 - January 8, 2020
CITIZENS SECURITIES, INC.
December 11, 2019 - May 6, 2024
CITIZENS PRIVATE WEALTH
June 25, 2018 - January 8, 2020
CITIZENS SECURITIES, INC.
June 3, 2011 - June 19, 2018
WELLS FARGO CLEARING SERVICES, LLC
Primary Firm SEC Registration
HAVERFORD FINANCIAL SERVICES, INC.
CRD#: 130007 / SEC#: 801-62759
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/26/2026)
Exams
Current Firm
HAVERFORD FINANCIAL SERVICES, INC.
CRD#: 130007 / SEC#: 801-62759
Contact information
SEC notice filing (50 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 27 |
| AUM (Assets Under Management) | $ 341,907,816 |
Red Flags
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