Grayslake, IL E Belvidere Rd Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$646,941,953,071
ClientsTotal clients
1,373,063
AdvisorsAdvisors at this office
2
Of 12,719 advisors across 4,079 offices
Location
888 E Belvidere Rd Ste 120
Grayslake IL 60030-2570
Advisors at this office
2
Advisors at this office
Joseph V
Series 66
Grayslake, IL
Ameriprise
Joseph Velez is a financial advisor with Ameriprise in Grayslake, IL, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at OSAIC, SagePoint Financial, Cambridge Investment Research, Sequoia Wealth Management, and LPL Financial. Outside of his advisory work, he is co-owner of a real estate business, JAJK LLC. Ameriprise offers retirement-income planning services for individuals approaching or in retirement, primarily serving clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.
Kathy M
Series 63, Series 65
Grayslake, IL
Ameriprise
Kathy Merritt is a financial advisor at Ameriprise with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at OSAIC, SagePoint Financial, Cambridge Investment Research Advisors, and LPL Financial. Merritt is also a co-owner of JPV Financial Inc., an advisory business based in Grayslake, IL. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research and modeling with tax-efficient strategies and offers a wide range of advisory, brokerage, and insurance solutions through affiliated entities.
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