Managing Director of Wealth Advisory, Navis Wealth Management

Jason Auerbach is the Managing Director of Wealth Advisory at Navis Wealth Management, covering U.S. and international clients with a specialty in EB-5 investor wealth planning. He joined Navis in 2023 from Deutsche Bank, where he served as a Director of Private Banking. Prior to Deutsche Bank, Jason held leadership positions at Bank of America, Esquire Bank, and First Choice Loan Services, accumulating nearly 20 years of experience in financial services. His expertise spans wealth management, tax planning, trust and estate advisory, insurance planning, risk management, succession planning, and business consulting. Jason specializes in helping international families understand the differences between their home country financial systems and the U.S. financial ecosystem, including worldwide income taxation, PFIC reporting requirements, estate planning for non-citizens, and identifying financial institutions that work with foreign nationals. Based in the Miami-Fort Lauderdale area, his approach emphasizes transparency, comprehensive planning, and education.