Jason Auerbach

Current Employers

Employment History

• 04/2022 → 11/2023
  Deutsche Bank Securities Inc.
  Miami, FL
• 04/2022 → 11/2023
  Db Usa Core Corporation (Affiliate Of Dbsi)
  Miami, FL
• 04/2016 → 04/2022
  Bank Of America
  Jupiter, FL
• 11/2023 → Present
  Great Point Capital, Llc
  Jupiter, FL
• 12/2023 → Present
  Navis Wealth Advisors Llc
  Jupiter, FL
• 05/2026 → Present
  Quincy Wells Capital, Llc
  Chicago, IL

Other Businesses

1) Mr. Auerbach is dually registered as an investment advisor representative ("IAR") with Navis Wealth Advisors LLC (Navis) and as a registered representative ("RR") with Quincy Wells Capital, LLC ("Quincy Wells"). Mr. Auerbach spends approximately 90% of his time providing services through Navis and the balance with Quincy Wells. 2) Navis Wealth Preservation; Not investment-related; 800 Westchester Ave, Suite 700, Rye Brook, NY 10573; Insurance Sales; Implementation of insurance recommendations; 5% of his time in this capacity; 0 hours during trading hours; Licensed Insurance Agent

Exams

• S66 Uniform Combined State Law Examination
  2024-04-05
• S63 Uniform Securities Agent State Law Examination
  2022-12-22

Other Names

• Jason Matthew Auerbach