Jason Auerbach
Investment adviser representative at Navis Wealth Advisors LLC
10 yearsExperience
1 stateRegistered in
$902.2MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Quincy Wells Capital, LLCMay 2026 to now
- Navis Wealth Advisors LLCDec 2023 to now
- Great Point Capital, LLCNov 2023 to now
- Db USA Core Corporation (affiliate of Dbsi)Apr 2022 to Nov 2023
- Deutsche Bank Securities Inc.Apr 2022 to Nov 2023
- Bank of AmericaApr 2016 to Apr 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
Navis Wealth Advisors LLC
$902.2MAssets managed
126Clients
7Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6692932
- Firm CRD
- 311171