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Enzo Gorgulho Jordao Elia

J. Safra Asset Management Corporation

Aventura, FL

CRD 7984785

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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:

Current Employers
J. Safra Asset Management Corporation

546 Fifth Avenue, New York City, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-09-24
NY RA APPROVED 2024-09-18
  • FL RA
    APPROVED
    Since 2024-09-24
  • NY RA
    APPROVED
    Since 2024-09-18

Branch Locations

21500 Biscayne Boulevard - Suite #503, Aventura, FL 33180 • 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
J Safra Asset Management Aventura FL 08/2024 Present
Anheuser-Busch Inbev Los Angeles CA 06/2023 08/2023
Georgetown University Washington Dc DC 08/2020 05/2024
Greenwich High School Greenwich CT 08/2016 06/2020
Unemployed Old Greenwich CT 06/2020 08/2020
Unemployed Old Greenwich CT 05/2024 08/2024
  • 08/2024 → Present
    J Safra Asset Management
    Aventura, FL
  • 06/2023 → 08/2023
    Anheuser-Busch Inbev
    Los Angeles, CA
  • 08/2020 → 05/2024
    Georgetown University
    Washington Dc, DC
  • 08/2016 → 06/2020
    Greenwich High School
    Greenwich, CT
  • 06/2020 → 08/2020
    Unemployed
    Old Greenwich, CT
  • 05/2024 → 08/2024
    Unemployed
    Old Greenwich, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-18
  • S65 Uniform Investment Adviser Law Examination
    2024-09-18

View on SEC IAPD

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