Jennifer Ashley Valdes

Employer firm

Financial Designs Wealth Management CRD 314520

$261M regulatory AUM 343 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2015 → 04/2021
  Gentrust, Llc
  Miami, FL
• 01/2020 → 04/2021
  Gentrust, Llc
  Miami, FL
• 04/2021 → Present
  Financial Designs Wealth Management Llc
  Miami, FL

Previous Registrations

• 2021-06-04 → 2023-08-02
  Financial Designs Wealth Management
  Miami, FL
• 2020-02-06 → 2021-04-23
  Gentrust
  Miami, FL

Other Businesses

1) Financial Designs Private Wealth LLC - 7/1/2023 - 8000 NW 7TH STREET, SUITE 201, MIAMI, FL 33126 - Owner, a holding company with minority ownership in Financial Designs Wealth Management LLC, a registered investment adviser and Financial Designs Legacy LLC, an insurance business. 2) Financial Designs Legacy LLC - 1/1/2023 - 8000 NW 7TH STREET, SUITE 201, MIAMI, FL 33126 - an insurance business; Not Inv Rel.; spends approximately 40% of the time during trading hours

Designations

• Certified Financial Planner

Other Names

• Valdes Jennifer