John Velez

Current Employers

Employment History

• 05/2016 → Present
  Independent Financial Group
  Tucson, AZ

Previous Registrations

• 2015-12-15 → 2016-05-11
  First Command Advisory Services
  Fort Worth, TX
• 2009-07-02 → 2015-12-15
  First Command Brokerage Services, Inc.
  Tucson, AZ
  Tucson, AZ
  Sierra Vista, AZ
  Tucson, AZ
  Glendale, AZ
  Glendale, AZ

Other Businesses

(1) QUANTUM BUSINESS COACH POSITION: Officer/Director NATURE: Teaching/Coaching INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 8 START DATE: 06/05/2019 ADDRESS: 14025 N Speckled Burro Ln., Marana AZ 85658, United States DESCRIPTION: 100% OWNER OF QUANTUM BUSINESS COACH OFFERING BUSINESS COACHING (2) QUANTUM TAX PREPARATION & PLANNING POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/18/2016 ADDRESS: 14025 N Speckled Burro Ln., Marana AZ 85658, United States DESCRIPTION: 100% OWNER OF DBA QUANTUM TAX PREPARATION & PLANNING OFFERING ACCOUNTING, TAX PREPARATION & TAX PLANNING FOR CLIENTS. (3) QUANTUM WEALTH MANAGEMENT MARKETING POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 20 START DATE: 05/16/2016 ADDRESS: 14025 N Speckled Burro Ln., Marana AZ 85658, United States DESCRIPTION: I100% OWNER OF DBA QUANTUM WEALTH MANAGEMENT USED FOR MARKETING PURPOSES. (4)INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/22/2016 ADDRESS: 14025 N Speckled Burro Ln., Marana AZ 85658, United States DESCRIPTION: AZ INSURANCE AGENT OFFERING VARIOUS TYPES OF INSURANCE PRODUCTS. (5) DOVE MOUNTAIN ROTARY CLUB POSITION: Treasurer NATURE: Volunteer INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2026 ADDRESS: 14025 N Speckled Burro Lane, 14025 N Speckled Burro Lane, Marana AZ 85658, United States DESCRIPTION: Deposit money. Report to club and board. Submit Profit & Loss, Balance Sheet, and Accounts Receivable statements. (6) UNIVERSITY OF ARIZONA POSITION: Volunteer NATURE: Teaching/Coaching INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 09/19/2025 ADDRESS: 4485 N. 1st Ave, Tucson AZ 85719, United States DESCRIPTION: I will teach a course on Ethical Wills to senior citizens. Each class is 90 minutes. There are four classes, on Friday morning, from September 19 - October 10 2025. This is not business related. Indeed, the University of Arizona does not allow me to seek business.

Exams

• S66 Uniform Combined State Law Examination
  2009-06-17
• S63 Uniform Securities Agent State Law Examination
  1999-06-09