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Jose Veliz

Financial Advocates Investment Management

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About Jose Veliz

Jose Veliz is an investment advisor representative with Financial Advocates Investment Management, located in Olympia, Washington. Jose has been in the financial services industry since 1994, has experience working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Jose is registered in 10 states and has completed a variety of exams, including Series 7, Series 63, Series 65, and SIE. Financial Advocates Investment Management provides a variety of services, including financial planning, pension consulting, and portfolio management for individuals and businesses.

Firm Information

Jose Veliz is currently registered with Financial Advocates Investment Management. Financial Advocates Investment Management is a registered investment advisor headquartered in Olympia, Washington, with a team of 81 licensed agents, 85 investment adviser representatives, and 76 registered representatives. The firm manages approximately $3.85 billion in assets for a diverse client base, including high-net-worth individuals, individuals other than high-net-worth, corporations, pension plans, and charitable organizations. Financial Advocates Investment Management offers a range of advisory services, including financial planning, portfolio management for individuals and businesses, and pension consulting. The firm is committed to providing personalized financial guidance and customized investment solutions to help clients achieve their financial goals.
Financial Advocates Investment Management

1601 COOPER POINT ROAD NW

OLYMPIA, WA 98502

$3.85B

Assets Under Management

113

Total Clients

82

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 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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percentage of assets

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

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Jose Veliz’s Registration & Firm History

WA

10/15/2014 - Present

Financial Advocates Investment Management (OLYMPIA WA)

NY

01/02/2001 - 03/15/2004

MORGAN STANLEY DW INC. (PURCHASE NY)

NY

05/24/1994 - 01/04/2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/21/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/17/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/23/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jose Veliz. Review regulatory record here.
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