Marcus
Velasco

Jmg Financial Group LTD

CRD#2178936
Investment Advisor
in Milwaukee, WI

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About this Advisor

Marcus Velasco is a certified financial planner and chartered financial analyst who works in Milwaukee, Wisconsin with 3 years of relevant experience. Velasco is an employee of Jmg Financial Group LTD. Over the course of their career, Velasco has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America N.A.", Nuveen Investments, Allstate, Velasco Insurance Agency, LLC, Delevan Lake Resort Hoa/ Delaven Lake Resort Hotel LLC, Emvee Coaching, LLC and Jmg Financial Group, LTD. Velasco holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is registered to operate in Illinois and Wisconsin. Jmg Financial Group LTD is a registered investment firm based out of Downers Grove, IL. The firm has offices in two locations and a total of 64 people on staff. It oversees $5 billion in assets under management across its 4,560 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. Of its 4,560 customer accounts, 76% are held by high-net-worth investors who have at least $1 million in investable assets. Jmg Financial Group LTD has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules usually vary depending on the type of services offered. However, fee types charged by Jmg Financial Group LTD can include any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

250 East Wisconsin Avenue Suite 1800
Milwaukee, WI 53202

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Jmg Financial Group LTD Brokerage Details

Total Assets Under Management

$4,500,738,000

WI Average: $6,674,516,078
Total Number of Employees

64

WI Average: 44
Total Number of Accounts

4,560

WI Average: 2,564
Average Account Size

$987,004

WI Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Marcus Velasco Work History

Marcus has been registered as a financial advisor for 3 years.*

2022 - Present (2 years)

Jmg Financial Group, LTD

2020 - 2022 (2 years)

Jmg Financial Group, LTD

2018 - 2020 (2 years)

Allstate

2018 - 2020 (2 years)

Velasco Insurance Agency, LLC

2018 - 2020 (2 years)

Emvee Coaching, LLC

2016 - 2018 (2 years)

Nuveen Investments

2012 - 2019 (7 years)

Delevan Lake Resort Hoa/ Delaven Lake Resort Hotel LLC

2009 - 2016 (7 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2000 - 2016 (16 years)

Bank Of America N.A."

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Marcus Velasco to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Jmg Financial Group LTD

Matthew Sorenson
Downers Grove, IL
Nicholas Smith
Downers Grove, IL
Meggan Carroll
Downers Grove, IL
Tony Kozaili
Downers Grove, IL
Jeffrey Dohner
Downers Grove, IL
William German
Downers Grove, IL
Chloe Fakhouri
Downers Grove, IL
Justin Lesch
Downers Grove, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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