FA
FA

Fernanda Araujo

17 Years of Experience
Aventura, FL
Broker

Fernanda Araujo is a registered investment advisor at J. Safra Asset Management Corporation, based in Aventura, FL, with 17 years of industry experience. Fernanda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,955 clients with $4.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
2,955 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$4.6B

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)

J. Safra Asset Management (JSAM) charges a percentage of the value of your investments for its advisory services. The specific percentage varies based on the amount invested, the investment strategy, and your risk tolerance. These fees are negotiable. The maximum fee is 1.50% annually, but fund investment management services can go up to 1.75%. Fees are typically paid quarterly.

Loading...

Location

3050 Aventura Blvd, Aventura, FL, 33180

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Fernanda is the Chief Compliance Officer at J. Safra Asset Management Corp and J. Safra Inc., dedicating full-time hours weekly to each role. She is also a partner/owner of Siene Jewelry, an online business, but is a silent member with no business hours dedicated to it.

Employment History
Current Registrations
J. Safra Asset Management Corporation
February 2020 - Present · 6 yrs 2 mos
Safra Securities LLCBroker
March 2018 - Present · 8 yrs 1 mo
Previous Registrations
Morgan StanleyBroker
September 2017 - February 2018 · 5 mos
Morgan Stanley
September 2017 - February 2018 · 5 mos
Wells Fargo Clearing Services, LLC
August 2016 - September 2017 · 1 yr 1 mo
Wells Fargo Clearing Services, LLCBroker
July 2016 - September 2017 · 1 yr 2 mos
Banco Do Brasil Securities LLCBroker
April 2014 - July 2016 · 2 yrs 3 mos
Safra Securities LLCBroker
August 2012 - April 2014 · 1 yr 8 mos
Morgan Stanley Smith Barney LLC
June 2009 - March 2012 · 2 yrs 9 mos
Morgan Stanley Smith BarneyBroker
June 2009 - March 2012 · 2 yrs 9 mos
Morgan Stanley & CO. Incorporated
May 2008 - June 2009 · 1 yr 1 mo
Morgan Stanley & CO. IncorporatedBroker
November 2007 - June 2009 · 1 yr 7 mos
Citigroup Global Markets INC.Broker
September 2007 - October 2007 · 1 mo
State Registrations2 states
FLNY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.