JV
Jorge A. Valdes
FINANCIAL DESIGNS WEALTH MANAGEMENT
Miami, FL 33126
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CRD#: 2403666
JV
Professional summary
Jorge Alberto Valdes, CFP® is a registered financial advisor currently at FINANCIAL DESIGNS WEALTH MANAGEMENT located in Miami, Florida and THE LEADERS GROUP, INC. located in Miami, Florida.
Jorge is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Jorge has worked at 5 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.) FINANCIAL DESIGNS INC - 10/1/89 to Present - 8000 SW 84th Avenue, Miami, FL 33156 - Owner, meets and help clients with renewals and new business. These are the prospects I transition to life/wealth mgmt, sell and service employee benefits, Not Invt Rel; less than 65% time (during trading hours). 2.) JAV PROPERTY HOLDINGS LLC - 8/1/2001 - 8000 SW 84th Avenue, Miami, FL 33156 - Owner, no duties, buy and rent real estate personally, Not Inv Rel, less than 5% of the time (during trading hours). 3.) FINANCIAL DESIGNS WEALTH MANAGEMENT LLC - 5/7/2021 - 8000 SW 84th Avenue, #201, Miami, FL 33156 - Certified Financial Planner, RIA for Investments, Create and organize estate/retirement plans for clients through fee-only accounts, Inv Rel, less than 20% of the time, (during trading hours). 4.) FINANCIAL DESIGNS LEGACY, LLC - 1/1/2023 - 8000 SW 84th Avenue, Miami, FL 33156 - A life ins business; less than 5% of the time; (during trading hours). 5.) FD TECHNOLOGY & HR, LLC - 1/1/2023 - 8000 SW 84th Avenue, Miami, FL 33156 - A payroll business; less than 5% of time; (during trading hours). 6.) ACOSTA & VALDES LLC - 3/13/06 - 8000 SW 84th Avenue, Miami, FL 33156 -part owner, no duties, real estate investment, Not Inv Rel, less than 5% of the time; (during trading hours).
CRS (Client Relationship Summary) - RIA
Click below to view Jorge Alberto Valdes's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1999
Experience
Current
August 14, 2023 - Present
FINANCIAL DESIGNS WEALTH MANAGEMENT
Office #1: 8000 Nw 7th Street Suite 203, Miami, FL 33126RIA
CRD#: 314520
Miami, FL
Current
May 14, 2021 - Present
THE LEADERS GROUP, INC.
Office #1: 8000 Nw 7th Street, Miami, FL 33126BD
CRD#: 37157
Miami, FL
Past
July 7, 2021 - August 2, 2023
FINANCIAL DESIGNS WEALTH MANAGEMENT
RIA
CRD#: 314520
MIAMI, FL
Past
June 16, 2021 - June 17, 2021
TLG ADVISORS, INC.
RIA
CRD#: 111052
Miami, FL
Past
May 6, 2021 - May 13, 2021
THE LEADERS GROUP, INC.
BD
CRD#: 37157
Miami, FL
Past
July 11, 1995 - May 19, 2021
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
MIAMI, FL
Past
July 6, 1995 - May 19, 2021
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
MIAMI, FL
Past
November 30, 1993 - June 16, 1995
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
BD
CRD#: 611
OMAHA, NE
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FD
FINANCIAL DESIGNS WEALTH MANAGEMENT
FD WEALTH | FINANCIAL DESIGNS WEALTH MANAGEMENT LLC | FINANCIAL DESIGNS WEALTH MANAGEMENT
CRD#: 314520 / SEC#: 801-128134
RIA
Registered Investment Advisory firm - (6/20/2023 Approved)Florida
Registered Investment Advisory firm - (8/2/2023 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(7/15/2025)
RR
Colorado(8/2/2021)
RR
Florida(6/21/2021)
IAR
Florida(8/14/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FD
FINANCIAL DESIGNS WEALTH MANAGEMENT
FD WEALTH | FINANCIAL DESIGNS WEALTH MANAGEMENT LLC | FINANCIAL DESIGNS WEALTH MANAGEMENT
CRD#: 314520 / SEC#: 801-128134
RIA
Registered Investment Advisory firm - (6/20/2023 Approved)Florida
Registered Investment Advisory firm - (8/2/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8000 Nw 7th Street Suite 203, Miami, FL 33126
Mailing Address
Phone number
(786) 388-0070
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 165 |
| AUM (Assets Under Management) | $ 194,787,006 |
Red Flags
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Company Information
FINANCIAL DESIGNS WEALTH MANAGEMENT
CRD#: 314520Miami, FL 33126TRUST BUT VERIFY
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