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Rodrigo Fonteles Bonfim De Azevedo

J.P. Morgan Securities LLC

Miami, FL

CRD 7082997

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Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-28
FL RA APPROVED 2026-07-17
  • TX RA
    APPROVED
    Since 2026-07-28
  • FL RA
    APPROVED
    Since 2026-07-17

Branch Locations

1450 Brickell Ave Floors 16, 17 & 18, Miami, FL 33131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Chase Bank Na New York NY 02/2019 Present
J.P. Morgan Sao Paulo 08/2017 01/2019
J.P. Morgan Sao Paulo 11/2015 07/2017
Universidade De Sao Paulo Sao Paulo 01/2013 12/2017
Jpmorgan Securities Llc New York NY 02/2019 Present
  • 02/2019 → Present
    Jpmorgan Chase Bank Na
    New York, NY
  • 08/2017 → 01/2019
    J.P. Morgan
    Sao Paulo
  • 11/2015 → 07/2017
    J.P. Morgan
    Sao Paulo
  • 01/2013 → 12/2017
    Universidade De Sao Paulo
    Sao Paulo
  • 02/2019 → Present
    Jpmorgan Securities Llc
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-14
S63 Uniform Securities Agent State Law Examination 2019-05-07
  • S65 Uniform Investment Adviser Law Examination
    2025-11-14
  • S63 Uniform Securities Agent State Law Examination
    2019-05-07
Other Names
  • Rodrigo Fonteles
  • Rodrigo F Bonfim De Azevedo
  • Rodrigo Fonteles B De Azevedo

View on SEC IAPD

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