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Fernanda Araujo

Advisor at J. Safra Asset management Corporation

Updated today

Location

Aventura, FL 33180

Credentials

Series 66

Industry experience

17 years

About

Fernanda Araujo is a financial advisor at J. Safra Asset Management Corporation with 17 years of industry experience. She holds a Series 66 designation and has worked previously at Safra Securities LLC, Morgan Stanley, Wells Fargo Clearing Services, and Banco do Brasil Securities LLC. Outside of her advisory role, she is a silent partner owner of an online jewelry business. 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 perspective, managing portfolios through model strategies reviewed regularly by an Investment Committee.

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

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

3050 Aventura Blvd

Aventura, FL 33180

Most active in

Florida

Work history

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)

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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