Joseph Velazquez
1900 Wealth · San Antonio, Texas
Joseph Velazquez is a fee-only financial advisor at 1900 Wealth in San Antonio, Texas. 1900 Wealth reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | 1900 Wealth |
|---|---|
| Based in | San Antonio, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $3.07B across 1,067 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7451828 |
| Exams passed | Series 63 (2022) · Series 66 (2025) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | www.jeffersonbank.com |
How Joseph's firm compares
- 1900 Wealth's average account is about $2.9 million, from its Form ADV (assets managed divided by 1,067 accounts).
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Questions about Joseph
Is Joseph Velazquez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and 1900 Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, 1900 Wealth, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Joseph Velazquez based?
Joseph Velazquez is based in San Antonio, Texas.
Is Joseph Velazquez registered with the SEC?
Yes. Joseph Velazquez is registered as an investment adviser representative in TX (CRD 7451828), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does 1900 Wealth manage?
1900 Wealth reports $3.07B across 1,067 accounts in assets under management.
How do I contact Joseph Velazquez?
Through Joseph's website, www.jeffersonbank.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Antonio
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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