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John Michael Velazquez

Blue SKY Capital Consultants Group, Inc.

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About John Michael Velazquez

John Michael Velazquez is an investment advisor representative registered with the state of California. John is associated with Blue Sky Capital Consultants Group, Inc. John's office is located in POWAY, CA. John is a Certified Financial Planner.

Firm Information

John Velazquez is currently registered with Blue SKY Capital Consultants Group, Inc.. Blue SKY Capital Consultants Group, Inc. is an investment advisor based in POWAY, CA. The firm provides financial planning, pension consulting, and portfolio management for individuals. They manage approximately $247.8 million in assets for 1,249 clients, including high-net-worth individuals and individuals other than high-net-worth. The firm also provides advisory consulting services.
Blue SKY Capital Consultants Group, Inc.

14259 DANIELSON ST.

POWAY, CA 92064

$247.83M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advisory consulting

Advisory consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Pension consulting fee

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John Velazquez’s Registration & Firm History

CA

05/19/2024 - Present

Blue SKY Capital Consultants Group, Inc. (POWAY CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Michael Velazquez.
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