Jennifer A. Valdes

FINANCIAL DESIGNS WEALTH MANAGEMENT

Miami, FL 33126

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CRD#: 7218723

Professional summary

Jennifer Ashley Valdes, CFP®, who also goes by Valdes Jennifer, is a registered financial advisor currently at FINANCIAL DESIGNS WEALTH MANAGEMENT located in Miami, Florida.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Jennifer has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Valdes Jennifer

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 Private Wealth LLC - 7/1/2023 - 8000 NW 7TH STREET, SUITE 201, MIAMI, FL 33126 - Owner, a holding company with minority ownership in Financial Designs Wealth Management LLC, a registered investment adviser and Financial Designs Legacy LLC, an insurance business. 2) Financial Designs Legacy LLC - 1/1/2023 - 8000 NW 7TH STREET, SUITE 201, MIAMI, FL 33126 - an insurance business; Not Inv Rel.; spends approximately 40% of the time during trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Ashley Valdes's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2018

Experience

Current

August 14, 2023 - Present

FINANCIAL DESIGNS WEALTH MANAGEMENT

Office #1: 8000 Nw 7th Street Suite 203, Miami, FL 33126

RIA

CRD#: 314520

Miami, FL

Past

June 4, 2021 - August 2, 2023

FINANCIAL DESIGNS WEALTH MANAGEMENT

RIA

CRD#: 314520

MIAMI, FL

Past

February 6, 2020 - April 23, 2021

GENTRUST

RIA

CRD#: 158369

MIAMI, FL

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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Florida
(8/14/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

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)

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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

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FINANCIAL DESIGNS WEALTH MANAGEMENT FORM ADV PART 2A SEPTEMBER 8, 2025 (9/9/2025)

FINANCIAL DESIGNS WEALTH MANAGEMENT FORM ADV PART 2A MARCH 27, 2025 (9/9/2025)

Regulatory assets under management

Total Number of Accounts	165
AUM (Assets Under Management)	$ 194,787,006

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jennifer A. Valdes

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Ashley Valdes's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINANCIAL DESIGNS WEALTH MANAGEMENT

FINANCIAL DESIGNS WEALTH MANAGEMENT

GENTRUST

Primary Firm SEC Registration

FINANCIAL DESIGNS WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Current Firm

FINANCIAL DESIGNS WEALTH MANAGEMENT

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FINANCIAL DESIGNS WEALTH MANAGEMENT

TRUST BUT VERIFY

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