Aventura, FL Biscayne Boulevard Office
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J. Safra Asset management Corporation
Multi-team
Firm-wide stats for J. Safra Asset management Corporation
About
J. Safra Asset Management Corporation provides discretionary and non-discretionary portfolio management, managed-account strategies (UMAs and SMAs), fund investment management and institutional investment consulting to individuals, high‑net‑worth clients, corporations, private pooled vehicles and other U.S. and international institutions. The firm advises on a broad set of investments — equities, fixed income, exchange traded products, mutual funds and alternative assets — and offers both model-driven managed accounts and direct advisory services.
JSAM’s investment process combines fundamental, security‑level analysis with macroeconomic assessment and tactical positioning, and it routinely uses third‑party managers and model providers to implement strategies. The firm also serves as an investment manager and sponsor for private funds, including fund‑of‑one structures and other pooled vehicles, and provides research and consulting to affiliated institutions.
JSAM is affiliated with Safra National Bank of New York and Safra Securities LLC (and an affiliated insurance agency), and the brochure discloses that the bank is a primary custodian and a source of client referrals under written agreements while the broker‑dealer is used for execution. With roughly $6.26 billion in assets under management serving about 3,374 clients with nine listed advisors, the firm shows an unusually high client‑per‑advisor ratio and a notable international client presence versus peers, and the brochure does not describe standalone financial planning services.
Expertise
Location
21500 Biscayne Boulevard Suite #503
Aventura FL 33180
Advisors at this office
3
Advisors at this office
Leonardo L
Series 63, Series 65
Aventura, FL
J. Safra Asset management Corporation
Leonardo Leta Furtado is a financial advisor at J. Safra Asset Management Corporation with Series 63 and Series 65 credentials. He joined the firm in 2024 and has prior experience at Safra National Bank. His background includes academic studies at The Pennsylvania State University and an extended period at The British School in Rio de Janeiro. J. Safra Asset Management Corporation is an SEC-registered investment adviser serving individuals, high-net-worth investors, corporations, private pooled investment vehicles, and institutions. The firm uses a combination of fundamental security analysis, manager due diligence, and macroeconomic assessment to manage discretionary and non-discretionary portfolios, with a focus on private funds and model strategies reviewed by an Investment Committee.
Dov L
CFP®, Series 63, Series 65
Aventura, FL
J. Safra Asset management Corporation
Dov Lasry is a CFP® credentialed financial advisor at J. Safra Asset Management Corporation with 12 years of industry experience. He has worked at J. Safra since 2017 and previously at Hapoalim Securities USA from 2014 to 2017. J. Safra Asset Management Corporation offers discretionary and non-discretionary portfolio management, managed-account strategies, and institutional investment consulting to individuals, high-net-worth clients, corporations, and institutional investors. The firm employs a combination of fundamental security analysis, macroeconomic assessment, and tactical positioning, utilizing both model-driven managed accounts and direct advisory services.
Adriano V
Series 65
Aventura, FL
J. Safra Asset management Corporation
Adriano Vieira is a financial advisor at J. Safra Asset Management Corporation with 10 years of industry experience. He holds a Series 65 designation and has been with J. Safra since 2012. J. Safra Asset Management Corporation is an SEC-registered investment adviser serving individuals, high-net-worth investors, corporations, and institutional clients. The firm combines fundamental security analysis and manager due diligence with a macroeconomic overlay, managing approximately $4.6 billion across various client types through model portfolios and discretionary management.
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