Jorge A. Valdes

FINANCIAL DESIGNS WEALTH MANAGEMENT

Miami, FL 33126

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CRD#: 7223563

Professional summary

Jorge Alberto Valdes Jr, who also goes by Jorge Alberto Valdes Jr., Jorge Alberto Valdes, is a registered financial advisor currently at FINANCIAL DESIGNS WEALTH MANAGEMENT located in Miami, Florida.

Jorge is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jorge has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jorge Alberto Valdes Jr. | Jorge Alberto Valdes

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.

Independent licensed insurance agent for health and life insurance. Compensation is commission based. Spends approximately 20% of his time during market hours on the insurance business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jorge Alberto Valdes Jr'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®

None

Experience

Current

February 19, 2024 - Present

FINANCIAL DESIGNS WEALTH MANAGEMENT

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

RIA

CRD#: 314520

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
(2/19/2024)

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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Jorge A. Valdes

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jorge Alberto Valdes Jr's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINANCIAL DESIGNS WEALTH MANAGEMENT

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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