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Current Employers
Jmg Financial Group Ltd

2001 Butterfield Road, Suite 1400, Downers Grove, IL 60515 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2022-06-08
IL RA APPROVED 2020-12-18
  • WI RA
    APPROVED
    Since 2022-06-08
  • IL RA
    APPROVED
    Since 2020-12-18

Branch Locations

2001 Butterfield Road, Suite 1400, Downers Grove, IL 60515 • United States

N19W24400 Riverwood Drive, Suite 250, Pewaukee, WI 53188 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nuveen Investments Chicago IL 07/2016 01/2018
Unemployed Chicago IL 02/2018 09/2018
Allstate Lake Zurich IL 10/2018 05/2020
Velasco Insurance Agency, Llc Lake Zurich IL 08/2018 05/2020
Delevan Lake Resort Hoa/ Delaven Lake Resort Hotel Llc Delavan WI 12/2012 02/2019
Jmg Financial Group, Ltd. Downers Grove IL 11/2020 08/2022
Emvee Coaching, Llc Elmhurst IL 03/2018 05/2020
Unemployed Elmhurst IL 06/2020 10/2020
Jmg Financial Group, Ltd. Downers Grove IL 09/2022 Present
  • 07/2016 → 01/2018
    Nuveen Investments
    Chicago, IL
  • 02/2018 → 09/2018
    Unemployed
    Chicago, IL
  • 10/2018 → 05/2020
    Allstate
    Lake Zurich, IL
  • 08/2018 → 05/2020
    Velasco Insurance Agency, Llc
    Lake Zurich, IL
  • 12/2012 → 02/2019
    Delevan Lake Resort Hoa/ Delaven Lake Resort Hotel Llc
    Delavan, WI
  • 11/2020 → 08/2022
    Downers Grove, IL
  • 03/2018 → 05/2020
    Emvee Coaching, Llc
    Elmhurst, IL
  • 06/2020 → 10/2020
    Unemployed
    Elmhurst, IL
  • 09/2022 → Present
    Downers Grove, IL
Previous Registrations
Other Businesses

VIA, LLC - real estate rental LLC. Non-investment related. Owner. Start date 10/1/2018 1 hour per month after trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-12-01
S63 Uniform Securities Agent State Law Examination 1991-10-15
  • S66 Uniform Combined State Law Examination
    2008-12-01
  • S63 Uniform Securities Agent State Law Examination
    1991-10-15
Designations
Other Names
  • Marc Velasco
  • Marcus Anthony Velasco
  • Marcus Velasco

View on SEC IAPD

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