Fernanda
Araujo

J. Safra Asset Management Corporation

CRD#5307300
Investment Advisor
in Miami, FL

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About this Advisor

Fernanda Araujo is a financial advisor operating in Miami, Florida, who has 3 years of relevant experience. Araujo is on the advisory team at J. Safra Asset Management Corporation. The advisor has gained experience at Safra Securities, Banco Do Brasil Securities LLC, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Morgan Stanley, Safra Securities LLC and J Safra Asset Management Corporation. Araujo has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida. J. Safra Asset Management Corporation is an advisory firm operating out of New York, NY. The company has a total of 14 people on staff. It controls $4 billion in assets under management across its 2,809 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. Of its 2,809 client accounts, 85% are held by high-net-worth investors who have at least $1 million in assets. J. Safra Asset Management Corporation performs a broad set of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and publication of newsletters. Fees for financial management usually vary depending on the financial services provided. Fees billed by J. Safra Asset Management Corporation may include any blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

3050 Aventura Blvd
Miami, FL 33180

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J. Safra Asset Management Corporation Brokerage Details

Total Assets Under Management

$3,562,361,416

FL Average: $7,464,549,021
Total Number of Employees

14

FL Average: 88
Total Number of Accounts

2,809

FL Average: 3,892
Average Account Size

$1,268,196

FL Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters

Fernanda Araujo Work History

Fernanda has been registered as a financial advisor for 3 years.*

2021 - Present (3 years)

J Safra Asset Management Corporation

2018 - 2021 (3 years)

Safra Securities LLC

2017 - 2018 (1 year)

Morgan Stanley

2016 - 2016 (< 1 year)

Wells Fargo Advisors, LLC

2016 - 2017 (1 year)

Wells Fargo Clearing Services, LLC

2014 - 2016 (2 years)

Banco Do Brasil Securities LLC

2012 - 2014 (2 years)

Safra Securities

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Fernanda Araujo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at J. Safra Asset Management Corporation

Fernanda Araujo
Miami, FL
Adriano Vieira
New York, NY
Dov Lasry
Miami, FL
Noah Harris
New York, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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