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Michael Anthony Velez

Edward Jones

Coconut Creek, FL

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-12-19
FL RA APPROVED 2024-11-15
  • TX RA
    APPROVED_RES
    Since 2024-12-19
  • FL RA
    APPROVED
    Since 2024-11-15

Branch Locations

4799 Coconut Creek Parkway, Coconut Creek, FL 33063-3979 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St. Louis MO 07/2024 Present
Franklin Templeton Investments Fort Lauderdale FL 10/2021 10/2023
Exofit Outdoor Fitness Miami FL 01/2018 10/2021
Unemployed Fort Lauderdale FL 10/2023 07/2024
Business School New York NY 07/2016 01/2018
Palm Beach County Schools West Palm Beach FL 12/2016 07/2017
  • 07/2024 → Present
    Edward Jones
    St. Louis, MO
  • 10/2021 → 10/2023
    Franklin Templeton Investments
    Fort Lauderdale, FL
  • 01/2018 → 10/2021
    Exofit Outdoor Fitness
    Miami, FL
  • 10/2023 → 07/2024
    Unemployed
    Fort Lauderdale, FL
  • 07/2016 → 01/2018
    Business School
    New York, NY
  • 12/2016 → 07/2017
    Palm Beach County Schools
    West Palm Beach, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-16
S63 Uniform Securities Agent State Law Examination 2007-06-29
  • S66 Uniform Combined State Law Examination
    2024-10-16
  • S63 Uniform Securities Agent State Law Examination
    2007-06-29
Other Names
  • Michael Anthony Velez
  • Michael A Velez

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COCONUT CREEK, FL
J.P. MORGAN SECURITIES LLC · COCONUT CREEK, FL
AE WEALTH MANAGEMENT, LLC · Coconut Creek, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Coconut Creek, FL
WILLIS ASSET FINANCE MANAGEMENT LLC · COCONUT CREEK, FL
OSAIC WEALTH, INC. · PARKLAND, FL
NATIONAL WEALTH MANAGEMENT GROUP, LLC · Coconut Creek, FL
LPL FINANCIAL LLC · COCONUT CREEK, FL

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