Jorge Alberto Valdes

Current Employers

Financial Designs Wealth Management

8000 Nw 7Th Street Suite 203, Miami, FL 33126 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2024-02-19

FL RA
APPROVED

Since 2024-02-19

Branch Locations

8000 Nw 7Th Street Suite 203, Miami, FL 33126 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Financial Design Wealth Management Llc	Miami	FL	05/2021	Present
Financial Designs Inc.	Miami	FL	02/2020	04/2021
University Of Miami	Coral Gables	FL	09/2017	12/2022
Student	Miami	FL	01/2014	08/2017

05/2021 → Present

Financial Design Wealth Management Llc

Miami, FL
02/2020 → 04/2021

Financial Designs Inc.

Miami, FL
09/2017 → 12/2022

University Of Miami

Coral Gables, FL
01/2014 → 08/2017

Student

Miami, FL

Other Businesses

Independent licensed insurance agent for health and life insurance. Compensation is commission based. Spends approximately 20% of his time during market hours on the insurance business.

Designations

Other Names

Jorge Alberto Valdes
Jorge Alberto Valdes

View on SEC IAPD

Current Employers

Financial Designs Wealth Management

Disclosures

Employment History

Other Businesses

Designations

Other Names

Other Firms

Other Investors

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