John Velez
John Velez is a registered investment advisor at Independent Financial Group, LLC, based in Marana, AZ, with 22 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
Marana, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John owns Quantum Business Coach, offering business coaching, and dedicates about 10-20% of his time. He also owns DBA Quantum Tax Preparation & Planning and DBA Quantum Wealth Management for marketing purposes, and is an insurance agent offering various insurance products, dedicating minimal time to each. Finally, he is a board member of Dove Mountain Rotary, dedicating a few hours per week.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
First Command Advisory Services
First Command Financial Planning, INC.
First Command Financial Planning, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
David Lerner Associates, INC.Broker
Blinder, Robinson & Co.,inc.Broker
First Investors CorporationBroker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.