Jorge A. Velasquez
Professional summary
Jorge Antonio Velasquez JR, who also goes by Jorge Antonio Velasquez, Tony Velasquez, is a registered financial advisor currently at WISELY ADVISED located in Dyer, Indiana.
Jorge is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Jorge has worked at 2 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jorge Antonio Velasquez JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 17, 2011 - Present
WISELY ADVISED
Office #1: 10261 Calumet Ave Suite 104, Dyer, IN 46311June 19, 2009 - November 15, 2011
WOODBURY FINANCIAL SERVICES, INC.
February 2, 2009 - November 15, 2011
WOODBURY FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/17/2011)
(3/19/2019)
(3/25/2024)
Exams
Current Firm
WISELY ADVISED
CRD#: 159093 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 524 |
| AUM (Assets Under Management) | $ 69,379,547 |
Red Flags
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Company Information
WISELY ADVISED
CRD#: 159093Dyer, IN 46311TRUST BUT VERIFY
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