RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
M••••• V••••••
- Title
- Principalreportedjmgfinancial.comfirm site, Sep 15, 2026
- Professional profile
- jmgfinancial.com/team-members/marcus-velascoreportedjmgfinancial.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- J•• F•••••••• G•••• L•• independent RIA currentsince Dec 18, 2020 · Downers Grove, Il
- A••••••• F•••••••• A•••••••• L•• BD affiliatedOct 23, 2018 to May 6, 2020 · Lake Zurich, Il
- N••••• A•••• M••••••••• L•• mixed wealthAug 10, 2016 to Jan 30, 2018 · Chicago, Il
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseOct 23, 2009 to Jan 6, 2016 · Chicago, Il
- B••• O• A•••••• I••••••••• S•••••••• I••• unclassifiedDec 11, 2008 to Oct 23, 2009 · Chicago, Il
- A••••••• F•••••••• A•••••••• L•• to J•• F•••••••• G•••• L••left May 6, 2020, registered Dec 18, 2020 (226 days) · Affiliated broker-dealer or bank to independent RIA
- N••••• A•••• M••••••••• L•• to A••••••• F•••••••• A•••••••• L••left Jan 30, 2018, registered Oct 23, 2018 (266 days) · Other
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to N••••• A•••• M••••••••• L••left Jan 6, 2016, registered Aug 10, 2016 (217 days) · Other
- B••• O• A•••••• I••••••••• S•••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Oct 23, 2009, registered Oct 23, 2009 (0 days) · corporate re-registration, not a move
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address