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Fernanda Bomfim Araujo

Advisor at J. Safra Asset management Corporation — Aventura, FL Aventura Blvd

Updated today

Credentials

Series 66

Experience

18 years

Location

Aventura, FL 33180

J. Safra Asset management Corporation logo

J. Safra Asset management Corporation

Multi-team

Total advisors

9

Across 3 offices

Clients per advisor

375 Very High

Avg AUM per client

$1,697,438 High

HNW client ratio

91% Very High

About

Fernanda Araujo is a Series 66-licensed financial advisor with 18 years of industry experience. She has worked at J. Safra Asset Management Corporation since 2021 and previously held roles at Safra Securities LLC, Morgan Stanley, and Wells Fargo. Outside of her advisory and compliance duties, she is a silent partner owner of an online jewelry business. J. Safra Asset Management Corporation provides discretionary and non-discretionary portfolio management, managed-account strategies, and institutional consulting to a range of clients including high-net-worth individuals and corporations. The firm employs a combination of fundamental and macroeconomic analysis and uses third-party managers to implement its investment strategies.

Client services

Based on J. Safra Asset management Corporation

Financial planning Portfolio management Selection of other advisers
Investment consulting to investment managers

Expertise

Based on J. Safra Asset management Corporation

Private / alternative investments Active portfolio management Concentrated stock management

Occupation focus

Based on J. Safra Asset management Corporation

Founder/Business Owner Executive

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Fee options

Fixed

Fixed fees for institutional investment consulting services; fees are negotiated and paid monthly in arrears; no published fee schedule.

Percentage

$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

Performance-based fees may be charged by private funds managed by JSAM affiliates as described in fund offering documents.

Other

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)

Location

See office

Aventura, FL Aventura Blvd

3050 Aventura Blvd

Aventura FL 33180

Advisors at this office

1

Most active in

Florida

Work history

18 years of industry experience

J Safra Asset management Corporation

2021 - Present • 5 years

Aventura, FL

Safra Securities LLC

2018 - 2021 • 3 years

Aventura, FL

Morgan Stanley

2017 - 2018 • 1 year

Boca Raton, FL

Wells Fargo Clearing

2016 - 2017 • 1 year

Miami, FL

Wells Fargo Advisors, LLC.

2016 - 2016 • 1 year

Miami, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Lawrence W

CFP®, ChFC®, Series 63, Series 65

Miami Beach, FL

ECF Wealth, Inc.

Lawrence Weller is a financial advisor at ECF Wealth, Inc. in Miami Beach, FL, holding CFP® and ChFC® designations with 16 years of industry experience. His prior roles include positions at Financial Advocates Investment Management, LPL Financial, and WCG Wealth Advisors. ECF Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment approach is based on Modern Portfolio Theory, utilizing long-term, strategic allocations with low-cost mutual funds and ETFs, supplemented by individual securities and unaffiliated independent managers when appropriate.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Passive / index investing
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David A. L

Series 63, Series 65

Ft. Lauderdale, FL

David Lurch LLC

David A. Lurch is a financial advisor with David Lurch LLC in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and with 17 years of industry experience. Prior to founding his own firm in 2024, he worked at UBS Financial Services Inc. for 11 years. He serves on the board of directors for the Miami Yacht Club, a nonprofit organization. David Lurch LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses a blend of fundamental, quantitative, technical, and charting analyses within a modern portfolio theory framework, employing both long-term and active trading strategies across a variety of investment products.

Options & derivatives strategies Private / alternative investments Annuities Wealth management
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Thiago S

Series 65

Miami, FL

Maway LLC

Thiago Silva is a financial advisor at Maway LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Maway LLC since 2017, following a one-year tenure at Prodigy Network. Maway LLC provides ongoing portfolio management and prepares customized Investment Policy Statements to align client portfolios with their goals, time horizons, and risk tolerance. The firm serves individuals, high-net-worth clients, and business entities, employing a long-term investment approach that integrates cyclical, fundamental, modern portfolio theory, and technical analysis, with recommendations including ETFs, mutual funds, fixed income, real estate funds, precious-metal ETFs, venture capital, and private placements.

Real estate investing
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Luciano D

Series 65, Series 66

Aventura, FL

Sardona Global Advisors LLC

Luciano Duque is a financial advisor at Sardona Global Advisors LLC in Aventura, FL, holding Series 65 and Series 66 licenses with four years of industry experience. His work history includes roles at Securitize Markets, Solomon Capital Management, SW Financial, and Morgan Stanley. Sardona Global Advisors LLC provides investment management primarily to pooled vehicles, private funds, and institutional clients, serving high-net-worth individuals, trusts, estates, and business entities. The firm employs a multi-asset, multi-manager approach with client-specific investment policy statements, focusing on due diligence and oversight of sub-advisers while managing portions of client assets directly.

Private / alternative investments Multi-state taxation Real estate investing
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Leon S

Series 65

Surfside, FL

Thames Asset Management, Inc

Leon Schenker is a financial advisor with Thames Asset Management, Inc., holding a Series 65 license and over 22 years of industry experience. He has been associated with Thames Asset Management since 1992 and also serves as president of the firm. In addition, Schenker is a Certified Public Accountant and has been active with SRG Advisors, LLC since 1984. Thames Asset Management provides discretionary portfolio management and investment advice to individuals, high-net-worth clients, institutions, trusts, and corporate pension and profit-sharing plans. The firm’s investment approach combines fundamental and technical analysis with asset classification and charting, utilizing a range of strategies including margin and options to tailor risk profiles and portfolio construction.

Options & derivatives strategies
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Ivan M

CFP®, CFA®, ChFC®, Series 63, Series 65, Series 66

North Miami, FL

Mendoza Private Wealth

Ivan Mendoza is a financial advisor at Mendoza Private Wealth in North Miami, FL, with 26 years of industry experience. He holds the CFP®, CFA®, and ChFC® designations and previously worked for Wells Fargo Advisors for eight years. Mendoza Private Wealth is an independent firm offering fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides customized, typically discretionary portfolio management using a tactical allocation approach and serves in formal ERISA fiduciary roles for institutional plan clients.

Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Retirement withdrawal strategies General tax planning Founder/Business Owner
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