Jason Auerbach
Investment Adviser Representative at Navis Wealth Advisors LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jason Auerbach is an investment adviser representative with Navis Wealth Advisors LLC in Jupiter, FL, where they have been registered since 2024. They have worked in the securities industry since 2022 and have been registered with 3 firms, including Great Point Capital LLC and Deutsche BANK Securities Inc. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida.
Registrations & licenses
- Investment adviser:
- Florida
- Broker:
1 state or territory
Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Deutsche Bank Securities Inc.Apr 2022 – Nov 2023Miami, FL
- DB USA Core Corporation (Affiliate of DBSI)Apr 2022 – Nov 2023Miami, FL
- Bank of AmericaApr 2016 – Apr 2022Jupiter, FL
- Great Point Capital, LLCNov 2023 – no end date reportedJupiter, FL
- Navis Wealth Advisors LLCDec 2023 – no end date reportedJupiter, FL
- Quincy Wells Capital, LLCMay 2026 – no end date reportedChicago, IL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Navis Wealth Advisors LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Firm account minimum
- $1,000,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 6
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Rye Brook, NY
- SEC file number:
- 801-119746
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 1, 2026
View full firm profileOther advisors at Navis Wealth Advisors LLC
5 other advisors in the directory
Similar advisors in Jupiter, FL
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jason Auerbach has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched