Joseph Velazquez serves as an Investment Advisor with 1900 Wealth Management, supporting senior advisors in developing tailored investment strategies and delivering an exceptional client experience. He is passionate about helping clients make informed financial decisions while building long-term relationships founded on trust and personalized service.
Originally from New Jersey, Joseph began his career with Northwestern Mutual before joining JPMorgan Chase in New York City. During his four years with the firm, he served as a Private Client Banker and later as a Private Client Investment Associate, working from JPMorgan’s Midtown Manhattan corporate campus. These roles provided valuable experience in wealth management, investment guidance, and comprehensive financial planning for affluent clients.
Joseph earned a Bachelor of Business Administration from The George Washington University, with a concentration in Finance and a minor in Psychology. His blend of financial knowledge and relationship-focused service enables him to help clients navigate life’s financial complexities and work toward achieving their long-term objectives.