Jose Velez
Jose Velez is a registered investment advisor at Raymond James & Associates, INC., based in Brownsville, TX, with 21 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
3819 N Expressway 77/83, Suite 5, Brownsville, TX, 78521
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jose is a business owner in The Legends Holding LLC, where his wife is a 50% partner, dedicating minimal time. He also holds a political office in the Town of Rancho Viejo, Texas, spending a few hours per week on this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
LPL Financial Corporation
LPL Financial CorporationBroker
Ifmg Securities, INC.Broker
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
State Registrations9 states
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