JA
Jorge Alberto Valdes
CRD 2403666
Certified Financial Planner
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Financial Designs Wealth Management Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Financial Designs Wealth Management Llc
Settlor · 75% or more · May 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗