JA
Jennifer Ashley Valdes
CRD 7218723
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Financial Designs Wealth Management Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Financial Designs Wealth Management Llc
Chief Compliance Officer · 25% – 50% · May 2024
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Financial Designs Wealth Management Llc
Owner · 75% or more · May 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗