Juan F. Velez

VLB CAPITAL

Envigado,

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CRD#: 7737508

Professional summary

Juan Fernando Velez, who also goes by Juan Fernando Velez Vasquez, is a registered financial advisor currently at VLB CAPITAL .

Juan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Juan has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Juan Fernando Velez Vasquez

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.

1. Chief Investment Officer for Vibras Lab; Start Date: April 022; Investment Related; Role: Oversee and manage organizational investment strategy and portfolio of entertainment artists; Location: Colombia. Compensation Received.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Juan Fernando Velez'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

July 25, 2023 - Present

VLB CAPITAL

RIA

CRD#: 324885

Envigado,

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

Florida
(7/25/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/14/2023

Uniform Investment Adviser Law Examination

Current Firm

VLB CAPITAL

VLB CAPITAL | VLB CAPITAL LLC

CRD#: 324885 / SEC#: 801-128017

RIA

Registered Investment Advisory firm - (5/19/2023 120-Day Approval)

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Contact information

Main Address

4084 Pine Ridge Lane, Weston, FL 33331

Mailing Address

Phone number

(305) 850-4543

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VLB CAPITAL BROCHURE (10/1/2024)

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.

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Juan F. Velez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Juan Fernando Velez's CRS (Customer Relationship Summary).

Certified licenses

Experience

VLB CAPITAL

State Registrations and Notice Filings

Exams

Series 65

Date: 3/14/2023

Current Firm

VLB CAPITAL

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

VLB CAPITAL

TRUST BUT VERIFY

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