Marcus Velasco (CRD# 2178936) is an Investment Advisor Representative working at Jmg Financial Group Ltd in Milwaukee, WI and has over 32 years of experience in the finance industry. Marcus Velasco has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
CRD# 5625693
Robert W. Baird & Company Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Jmg Financial Group, Ltd. | Downers Grove, IL | Sep 2022 - Current | 1 |
Jmg Financial Group, Ltd. | Downers Grove, IL | Nov 2020 - Aug 2022 | 1 |
Unemployed | Elmhurst, IL | Jun 2020 - Oct 2020 | < 1 |
Allstate | Lake Zurich, IL | Oct 2018 - May 2020 | 1 |
Velasco Insurance Agency, LLC | Lake Zurich, IL | Aug 2018 - May 2020 | 1 |
Emvee Coaching, LLC | Elmhurst, IL | Mar 2018 - May 2020 | 2 |
Delevan Lake Resort Hoa/ Delaven Lake Resort Hotel LLC | Delavan, WI | Dec 2012 - Feb 2019 | 6 |
Unemployed | Chicago, IL | Feb 2018 - Sep 2018 | < 1 |
Nuveen Investments | Chicago, IL | Jul 2016 - Jan 2018 | 1 |
Unemployed | Chicago, IL | Jan 2016 - Jun 2016 | < 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago, IL | Oct 2009 - Jan 2016 | 6 |
Bank Of America N.a." | Chicago, IL | Jan 2000 - Jan 2016 | 16 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 1991 |
S66 | NASAA Uniform Combined State Law Examination | Dec 2008 |
- IL
- WI
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Total Assets Under Management5,416MILLIONS
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Total Number of Accounts5,079ACCOUNTS
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Average Account Value$1,066,323
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