Joseph Velazquez
Investment adviser representative at 1900 Wealth
10 yearsExperience
1 stateRegistered in
$3.1BFirm assets
11 yearsFirm in business
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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 feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- 1900 WealthSep 2026 to now
- JP Morgan Chase Bank, N.A.Jan 2023 to Sep 2026
- JP Morgan Securities, LLCJan 2023 to Sep 2026
- Northwestern Mutual Life Insurance CompanyNov 2021 to Dec 2022
- Northwestern Mutual Investment Services LLCOct 2021 to Dec 2022
- UnemployedJun 2021 to Sep 2021
- China ChilcanoAug 2018 to Mar 2020
- Super Soccer StarsSep 2017 to May 2018
- George Washington UniversityAug 2017 to May 2021
- Melting PotJan 2017 to Jul 2017
- StudentJun 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
1900 Wealth
Legal name: 1900 Wealth Management LLC
$3.1BAssets managed
496Clients
18Advisers
11 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
- 7451828
- Firm CRD
- 175346