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John Velez

Independent Financial Group, LLC

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About John Velez

John Velez is a financial advisor associated with Independent Financial Group, LLC, with over 20 years of experience in the industry. John is registered with the state of Arizona and Texas and holds Series 6, 7, 63, and 66 licenses. John's experience spans various firms, including MetLife Securities Inc., Prudential Insurance Company of America, and First Command Financial Planning, Inc. In addition to working with Independent Financial Group, LLC, John also owns and operates Quantum Business Coach, Quantum Tax Preparation & Planning, and Quantum Wealth Management.

Firm Information

John Velez is currently registered with Independent Financial Group, LLC. Independent Financial Group, LLC is a limited liability company formed in July 2001 and headquartered in San Diego, California. The firm offers financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. They manage approximately $1 billion to $10 billion in assets for a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and pension plans. The firm is registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands.
Independent Financial Group, LLC

12671 HIGH BLUFF DR

SAN DIEGO, CA 92130

$6.75B

Assets Under Management

270

Total Clients

524

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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John Velez’s Registration & Firm History

AZ

05/16/2016 - Present

Independent Financial Group, LLC (MARANA AZ)

AZ

05/05/2009 - 05/11/2016

FIRST COMMAND FINANCIAL PLANNING, INC. (Tucson AZ)

MA

05/14/1999 - 03/23/2000

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

05/14/1999 - 03/23/2000

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

NJ

03/28/1990 - 02/04/1993

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

03/28/1990 - 02/04/1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

NY

02/03/1989 - 01/18/1990

DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)

NA

11/18/1986 - 03/19/1987

BLINDER, ROBINSON & CO.,INC.

NA

04/14/1977 - 12/26/1977

FIRST INVESTORS CORPORATION

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Licenses & Designations

BOTH

Issued 06/17/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/09/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/04/2009

Series 7 - General Securities Representative Examination

BC

Issued 05/13/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/11/1977

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Velez.
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