Broker Check
Joe Velez

Joe is President and CEO of JPV Financial, a planning and wealth management firm specializing in asset management, financial planning, insurance, estate planning and corporate benefits. Joe works with a wide array of individuals, families and businesses. He collaborates with clients to create a personalized plan that accumulates and grows assets. 

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 Osaic Wealth, Inc. He is licensed for Life, Accident and Health and Long-Term Care Insurance. He is registered in Arizona, Florida, Georgia, Illinois, Michigan, North Carolina, Wisconsin and California.

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. 

Joe lives in Round Lake with his wife Anne and two children Jack & Katie. He is an integral part of the Grayslake community and is currently coaching both of his kids many sports teams. He’s an outdoorsman and during the winter months you can find him ice fishing every chance he gets. 

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