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Inactive

Jorge Antonio Velasquez

Wisely Advised

Dyer, IN

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Current Employers
Wisely Advised

10261 Calumet Ave Suite 104, Dyer, IN 46311 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-03-25
IN RA APPROVED 2019-03-19
IL RA APPROVED 2011-11-17
  • TX RA
    APPROVED_RES
    Since 2024-03-25
  • IN RA
    APPROVED
    Since 2019-03-19
  • IL RA
    APPROVED
    Since 2011-11-17

Branch Locations

10261 Calumet Ave Suite 104, Dyer, IN 46311 • 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
Wisely Advised, Llc Tinley Park IL 11/2011 Present
  • 11/2011 → Present
    Wisely Advised, Llc
    Tinley Park, IL
Previous Registrations
  • 2009-06-19 → 2011-11-15
    Woodbury Financial Services, Inc.
    Oakbrook Terrace, IL
    Chicago, IL
Other Businesses

1)SALES AND SERVICE OF TRADITIONAL INSURANCE PRODUCTS, 7801 W. 159TH ST. TINLEY PARK, IL 60477; NONINV RELATED; AGENT; STARTED 09/01/2010; 10 HRS/MTH

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-06-06
S63 Uniform Securities Agent State Law Examination 2009-03-06
  • S65 Uniform Investment Adviser Law Examination
    2009-06-06
  • S63 Uniform Securities Agent State Law Examination
    2009-03-06
Other Names
  • Jorge Antonio Velasquez
  • Tony Velasquez

View on SEC IAPD

Other Firms

OSAIC WEALTH, INC.
EDWARD JONES
GINERIS WEALTH MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
FIFTH THIRD SECURITIES, INC.
SANTEFORT INVESTMENT GROUP, LLC
MIDWEST INVESTMENT AND RETIREMENT MANAGEMENT, INC.

Other Investors

GABRIELA MINOTTI
MARIO PIER MINOTTI
Christopher Evan Ray
TIMOTHY MICHAEL SHAW
BENJAMIN REID TEGELER
JAMES WILLIAM JACOBSEN
Jake R. Gaines
Melanie K Chakos

Other Offices

OSAIC WEALTH, INC. · DYER, IN
EDWARD JONES · DYER, IN
GINERIS WEALTH MANAGEMENT · DYER, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Dyer, IN
J.P. MORGAN SECURITIES LLC · DYER, IN
FIFTH THIRD SECURITIES, INC. · SCHERERVILLE, IN
SANTEFORT INVESTMENT GROUP, LLC · SCHERERVILLE, IN
EDWARD JONES · ST JOHN, IN

More in Dyer, IN

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