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Jason A
Series 63, Series 66
Jupiter, FL
Navis Wealth Advisors LLC
Jason Auerbach is a financial advisor with Navis Wealth Advisors LLC in Jupiter, FL, holding Series 63 and Series 66 licenses and four years of industry experience. His prior experience includes roles at Bank of America and Deutsche Bank Securities Inc. He is dually registered as an investment advisor representative with Navis Wealth Advisors and as a registered representative with Great Point Capital, allocating most of his time to Navis. Navis Wealth Advisors is an SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, and businesses with discretionary investment management, financial planning, and retirement plan advisory services. The firm manages approximately $902 million in assets and employs a fundamental analysis-based investment approach that includes diversified mutual funds, ETFs, individual equities, bonds, alternative investments, and options.
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