Jorge Alberto 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

• 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

• Certified Financial Planner

Other Names

• Jorge Alberto Valdes
• Jorge Alberto Valdes