Fernanda Araujo
Advisor at J. Safra Asset management Corporation
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at J. Safra Asset management Corporation
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Aventura, FL 33180
Credentials
Series 66
Industry experience
18 years
Fernanda Araujo is a financial advisor at J. Safra Asset Management Corporation with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Safra Securities LLC, Morgan Stanley, Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Banco do Brasil Securities LLC. Outside of her advisory role, she is a silent partner in an online jewelry business. J. Safra Asset Management Corporation offers discretionary and non-discretionary portfolio management, managed-account strategies, fund investment management, and institutional consulting to individuals, high-net-worth clients, corporations, and institutions. The firm integrates fundamental and macroeconomic analysis with tactical positioning and utilizes third-party managers and model providers to implement its investment strategies.
Based on J. Safra Asset management Corporation
Based on J. Safra Asset management Corporation
Fixed fees for institutional investment consulting services; fees are negotiated and paid monthly in arrears; no published fee schedule.
$0+: Up to 1.50% annually for advisory services other than fund investment management services (fees vary by amount of assets, strategy, and risk tolerance and are negotiable) $0+: Up to 1.75% annually for fund investment management services (fees vary and are negotiable)
Performance-based fees may be charged by private funds managed by JSAM affiliates as described in fund offering documents.
Account minimum: $10,000,000 for discretionary and non-discretionary advisory services (minimums may be waived with senior management approval); $500,000 for UMA Asset Allocation managed accounts; $250,000 for UMA Single Strategy and SMAs (minimums may be waived with senior management approval)
3050 Aventura Blvd
Aventura, FL 33180
Florida
J Safra Asset management Corporation
2021 - Present (5 years)
Safra Securities LLC
2018 - 2021 (3 years)
Morgan Stanley
2017 - 2018 (1 year)
Wells Fargo Clearing
2016 - 2017 (1 year)
Wells Fargo Advisors, LLC.
2016 - 2016 (1 year)
Banco do Brasil Securities LLC
2014 - 2016 (2 years)
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Is active or affiliated with:
Insurance agent
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Fund sponsor
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Is not active or affiliated with:
Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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