Juan Velazquez
Investment Adviser Representative at PNC Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Juan Velazquez is an investment adviser representative with PNC Wealth Management in Alvin, TX, where they have been registered since 2024. They have worked in the securities industry since 2022 and have been registered with 3 firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Valic Financial Advisors, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas.
Registrations & licenses
- Investment adviser:
- Texas
- Broker:
1 state or territory
Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Valic Financial AdvisorsApr 2022 – Oct 2022Houston, TX
- Infiniteyou Life Insurance SolutionsJun 2016 – Jan 2019Houston, TX
- Amerant BankJan 2020 – Mar 2020Houston, TX
- James D Edgeworth & Assc., LLCApr 2020 – Sep 2020Houston, TX
- Valet LivingJun 2017 – Oct 2022Houston, TX
- AIGAug 2021 – Oct 2022Houston, TX
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2023 – Oct 2024Houston, TX
- UnemployedOct 2022 – Mar 2023Houston, TX
- Bank of America N.A.Jun 2023 – Oct 2024Houston, TX
- PNC Investments LLCSep 2024 – no end date reportedAlvin, TX
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About PNC Wealth Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 1,136
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Pittsburgh, PA
- SEC file number:
- 801-66195
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 14, 2026
View full firm profileOther advisors at PNC Wealth Management
Showing 12 of 1,136 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Juan Velazquez has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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