Broker Check
Joe Velez

Joe Velez

President and CEO

Education and Experience: Joe graduated from DePaul University in 2001. He received his Bachelor of Science in Commerce with a focus in Finance. He holds the Series 7 and 66 licenses and is registered with Cambridge Investment Research. He is also licensed for Life, Accident and Health and Long-Term Care Insurance. He is registered in Arizona, Florida, Georgia, Illinois, Michigan, North Carolina, Tennessee, and Wisconsin. 

After interning with Merrill Lynch in 2001, he began working in the mortgage industry by helping clients refinance their mortgages. After managing a mortgage broker’s office, he furthered his career with a local options trading group at the Chicago Board of Trade. After three years at the Chicago Board of Trade, he began his career in the financial services industry with an independent financial planning firm in Libertyville. It was there that he became licensed and securities registered, while also building up a client base with a focus in helping clients plan for their future. He knew this is what he wanted to do for the rest of his career, so he founded JPV Financial in April 2010. 

Family and Interests: Joe lives in Round Lake with his wife Anne and their two children Jack and Katie. He enjoys playing golf, coaching Jack’s sports teams and ice fishing. Formerly an insurance coverage attorney, Anne became a stay-at-home mom after Jack was born. She enjoys reading and pilates. Jack loves superheroes, Lego and sports. Katie is growing up fast and loves playing at the park and feeding treats to their dog and cat.