Noah Morgan Harris

Employer firm

J. Safra Asset Management Corporation CRD 131243

$6.26B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• INVESTMENT CONSULTING TO INVESTMENT MANAGERS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2016 → 08/2018
  J. Safra Asset Management
  New York, NY
• 09/2018 → 04/2022
  Suntrust Advisory Services, Inc
  New York, NY
• 04/2022 → Present
  J. Safra Asset Manangement Corp
  New York, NY

Previous Registrations

• 2018-09-24 → 2022-04-08
  Truist Advisory Services, Inc.
  New York, NY
  New York, NY

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-12-16

Designations

• Chartered Financial Analyst