AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JV

Joseph Velazquez

1900 WEALTH
SAN ANTONIO, TX 78215
Some features on this profile are disabled
CRD#: 7451828
JV
Joseph Velazquez1900 WEALTH

Professional summary

Joseph Velazquez, who also goes by Joseph M Velazquez, Joseph Michael Velazquez, is a registered financial advisor currently at 1900 WEALTH located in San Antonio, Texas.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Joseph has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Joseph M Velazquez | Joseph Michael Velazquez

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Velazquez's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 1, 2026 - Present

1900 WEALTH

Office #1: 1900 Broadway Suite 900, San Antonio, TX 78215
RIA
CRD#: 175346
SAN ANTONIO, TX
Past

March 3, 2025 - September 29, 2026

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
New York, NY
Past

January 18, 2023 - September 29, 2026

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
New York, NY
Past

July 22, 2022 - January 4, 2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
1W
1900 WEALTH
1900 WEALTH | MONTICELLO WEALTH MANAGEMENT, LLC | 1900 WEALTH MANAGEMENT LLC

CRD#: 175346 / SEC#: 801-105469

RIA
Registered Investment Advisory firm - (9/2/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(10/1/2026)

Exams

What does exam status mean?
State Security Law Exam
PR
IAR
Series 66
Status Unavailable
Passed: 3/3/2025
Uniform Combined State Law Examination
State Security Law Exam
PR
Series 63
Status Unavailable
Passed: 9/30/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
PR
Series 7TO
Status Unavailable
Passed: 1/31/2025
General Securities Representative Examination
General Industry/Product Exam
PR
Series 6TO
Status Unavailable
Passed: 7/22/2022
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 7/1/2022
Securities Industry Essentials Examination

Current Firm

1W
1900 WEALTH
1900 WEALTH | MONTICELLO WEALTH MANAGEMENT, LLC | 1900 WEALTH MANAGEMENT LLC

CRD#: 175346 / SEC#: 801-105469

RIA
Registered Investment Advisory firm - (9/2/2015 Approved)
Loading...

Contact information

Main Address
1900 Broadway Suite 900, San Antonio, TX 78215
Mailing Address
Phone number
(210) 736-7770
Established
Firm type
Fiscal year end
# of Employees
22

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A MARCH 2026 (3/6/2026)

Regulatory assets under management

Total Number of Accounts1,067
AUM (Assets Under Management)$ 3,071,004,999

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
11/05/2025
Cover Page
Report
10/04/2024
Cover Page
Report
10/13/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

1900 WEALTH

CRD#: 175346San Antonio, TX 78215

TRUST BUT VERIFY

Monitor Joseph Velazquez

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Steven Gallegos
Steven GallegosAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
SAN ANTONIO, TX
JO
Joe-ben O'banionAdvisorCheck Check Mark
TITLEIST ASSET MANAGEMENT, LLC
IAR
RR
SAN ANTONIO, TX
CH
Christopher HallAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
SAN ANTONIO, TX
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.