Carlos Alberto Salzedo Navarro

Employer firm

Efg Private Wealth Management (Americas) Corp. CRD 158905

$2.30B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 06/2026 → Present
  Efg Capital International Corp
  Miami, FL
• 03/2014 → 04/2019
  Efg Capital International Corp
  Miami, FL
• 04/2019 → 01/2022
  Clairmont Investment Advisors Llc
  Miami Beach, FL
• 02/2022 → 05/2026
  J.P. Morgan Securities Llc
  Miami, FL
• 02/2022 → 05/2026
  Jpmorgan Chase Bank, N.A.
  Miami, FL

Previous Registrations

• 2022-02-28 → 2026-05-29
  J.P. Morgan Securities Llc
  Miami, FL
  Miami, FL
  Miami, FL
• 2019-05-07 → 2022-02-08
  Ekanta Wealth Advisors Llc
  Coconut Grove, FL
  Miami, FL
• 2017-04-03 → 2019-04-11
  Efg Private Wealth Management (Americas) Corp.
  Miami, FL

Other Businesses

Entity Name: Licacaem LLC Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Board Member Start Date: 08/26/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am the sole member of this entity and it was created to expense qualifying bills. There is no other business activity I perform. We own a condo and rented it and plan to expense qualifying bills.

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-06-08
• S66 Uniform Combined State Law Examination
  2017-02-10

Other Names

• Carlos Alberto Salzedo Navarro
• Carlos Salzedo
• Carlos Salzedo Navarro