Marcus
Velasco
Jmg Financial Group LTD
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About this Advisor
Marcus Velasco is a financial advisor based in Milwaukee, Wisconsin, working with Jmg Financial Group LTD. Marcus has previously held positions at Bank Of America N.A., Merrill Lynch, Pierce, Fenner & Smith Inc, Nuveen Investments, Allstate, Velasco Insurance Agency, LLC, Delevan Lake Resort Hoa/ Delaven Lake Resort Hotel LLC, Jmg Financial Group, LTD, and Emvee Coaching, LLC. Marcus has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Illinois and Wisconsin. Currently, Marcus is part of Jmg Financial Group LTD, which operates out of Milwaukee, Wisconsin. The firm has 3 offices and 63 employees. The firm manages assets totaling $5.4 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Jmg Financial Group LTD includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Jmg Financial Group LTD Brokerage Details
$5,415,853,000
63
5,079
$1,066,323
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
Jmg Financial Group, LTD
Jmg Financial Group, LTD
Allstate
Velasco Insurance Agency, LLC
Emvee Coaching, LLC
Nuveen Investments
Delevan Lake Resort Hoa/ Delaven Lake Resort Hotel LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America N.A."
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
Downers Grove, IL
Maple Grove, MN
Downers Grove, IL
Downers Grove, IL
Milwaukee, WI
Downers Grove, IL
Downers Grove, IL
Downers Grove, IL
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