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
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2021 |
Financial Designs Wealth Management LLC
| Title | Owner |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2023 |