Joe Velez Email & Phone Number
President and CEO
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Joe Velez Location
- Grayslake, IL, US
Joe Velez Work
- Financial Advisor @ Ameriprise Financial Services, LLC (August 2025 - Present)
- President and CEO @ JPV Financial (April 2010 - Present)
- Financial Advisor @ The Tranel Financial Group (April 2007 - April 2010)
- Clerk @ (September 2004 - March 2007)
- Loan Officer @ CF Funding (December 2001 - July 2004)
Joe Velez Education
- DePaul University
Bachelors (Finance)
1999-2002 - Grand Valley State University
General Elections
1997-1999
Joe Velez Skills
- Finance
- Financial Goals
- Financial Services
- Insurance
- Insurance Broker/Agent
- Investments
- Managment
- Retirement
- Strategic Planning
- Wealth Management
- Wealth Management Services
Joe Velez Summary
- Joe Velez, based in Grayslake, IL, US, is currently a President and CEO at JPV Financial. Joe Velez brings experience from previous roles at Ameriprise Financial Services, LLC, The Tranel Financial Group, Chicago Board of Trade and CF Funding. Joe Velez holds a 1999 - 2002 Bachelors in Finance @ DePaul University. With a robust skill set that includes Finance, Financial Goals, Financial Services, Insurance, Insurance Broker/Agent and more. Joe Velez has 2 emails and 2 mobile phone numbers on RocketReach.
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