Broker Check


Joe Velez

President and CEO

Joe is the President and CEO of JPV Financial.

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Kathy Merritt

Office Manager

Education and Experience: Kathy has been a financial professional since 2004, and has acquired the kind of in-depth knowledge that can only come from years of experience through the ups and downs of the economy. Through a vigorous...

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Isabel Torkelson

Operations Associate

Isabel joined JPV Financial in November 2018 as an operations associate. She assists in helping manage daily administration needs and general support. Isabel holds a Business Management degree from Fresno Pacific University. Isabel...

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