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Jorge Luis Navarro

Td Private Client Wealth LLC

West Palm Beach, FL

Sarasota, FL

CRD 7711004

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Employer firm

Td Private Client Wealth LLC CRD 164484

$8.57B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
Td Private Client Wealth Llc

1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-07-27
NJ RA APPROVED 2026-07-27
CT RA APPROVED 2026-07-17
NY RA APPROVED 2026-07-17
FL RA APPROVED 2026-06-26
  • MA RA
    APPROVED
    Since 2026-07-27
  • NJ RA
    APPROVED
    Since 2026-07-27
  • CT RA
    APPROVED
    Since 2026-07-17
  • NY RA
    APPROVED
    Since 2026-07-17
  • FL RA
    APPROVED
    Since 2026-06-26

Branch Locations

2130 Centrepark West Drive, West Palm Beach, FL 33409 • United States

3450 Clark Road, Sarasota, FL 34231 • 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
OrganizationCityStateFromTo
Td Bank N.A. Port Saint Lucie FL 03/2020 03/2023
Pnc Bank Port Saint Lucie FL 03/2012 03/2020
Td Bank N.A. Jupiter FL 03/2023 05/2023
Td Private Client Wealth Llc Jupiter FL 03/2023 05/2023
Td Bank N.A. Jupiter FL 05/2023 02/2025
Td Bank N.A. Port Saint Lucie FL 02/2025 05/2026
Td Bank N.A. Port Saint Lucie FL 05/2026 Present
Td Private Client Wealth Llc Port Saint Lucie FL 05/2026 Present
  • 03/2020 → 03/2023
    Td Bank N.A.
    Port Saint Lucie, FL
  • 03/2012 → 03/2020
    Pnc Bank
    Port Saint Lucie, FL
  • 03/2023 → 05/2023
    Td Bank N.A.
    Jupiter, FL
  • 03/2023 → 05/2023
    Td Private Client Wealth Llc
    Jupiter, FL
  • 05/2023 → 02/2025
    Td Bank N.A.
    Jupiter, FL
  • 02/2025 → 05/2026
    Td Bank N.A.
    Port Saint Lucie, FL
  • 05/2026 → Present
    Td Bank N.A.
    Port Saint Lucie, FL
  • 05/2026 → Present
    Td Private Client Wealth Llc
    Port Saint Lucie, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-28
  • S66 Uniform Combined State Law Examination
    2026-03-28
Other Names
  • Jorge Navarro
  • Jorge Luis Navarro
  • Jorge Luis Navarro

View on SEC IAPD

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CLEARSKY ADVISORS LLC
MYRIAD ASSET MANAGEMENT ADVISORS LLC
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Nearby Investors

SARA DAWN ROTH
SUZANN RITA ZADANOSKY
ROBERT EDWARD DEFOREST

Nearby Offices

CLEARSKY ADVISORS LLC · WEST PALM BEACH, FL
MYRIAD ASSET MANAGEMENT ADVISORS LLC · WEST PALM BEACH, FL
TCG STRATEGIC INCOME ADVISOR LLC · WEST PALM BEACH, FL

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