PPrivate Fund Data Log in Join · $37/mo

Jennifer Ashley Valdes

Chief Compliance OfficerFinancial Designs Wealth Management LLCCRD 7218723

About Jennifer Ashley Valdes

Jennifer Ashley Valdes is listed as Chief Compliance Officer at Financial Designs Wealth Management LLC in Miami, FL. Form ADV reports a beneficial ownership band of Under 5%. Jennifer Ashley Valdes is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Financial Designs Wealth Management LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jennifer Ashley Valdes work?

Jennifer Ashley Valdes is listed as Chief Compliance Officer at Financial Designs Wealth Management LLC on SEC Form ADV.

How much of Financial Designs Wealth Management LLC does Jennifer Ashley Valdes own?

Form ADV reports a beneficial ownership band of Under 5%.

Financial Designs Wealth Management LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2021
View Financial Designs Wealth Management LLC →

Financial Designs Wealth Management LLC

TitleOwner
OwnershipOver 75%
Control personYes
Since2023
View Financial Designs Wealth Management LLC →