Marcus Velasco
Investment adviser representative at Jmg Financial Group Ltd
14 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$7.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Jmg Financial Group, Ltd.Nov 2020 to now
- UnemployedJun 2020 to Oct 2020
- AllstateOct 2018 to May 2020
- Velasco Insurance Agency, LLCAug 2018 to May 2020
- Emvee Coaching, LLCMar 2018 to May 2020
- UnemployedFeb 2018 to Sep 2018
- Nuveen InvestmentsJul 2016 to Jan 2018
- Delevan Lake Resort Hoa/ Delaven Lake Resort Hotel LLCDec 2012 to Feb 2019
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (IL, WI).
Jmg Financial Group Ltd
$7.5BAssets managed
1,789Clients
48Advisers
41 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2178936
- Firm CRD
- 110302