Leonardo Leta Furtado

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

• 07/2025 → Present
  J. Safra Asset Management Corporation
  Aventura, FL
• 08/2021 → 05/2025
  The Pennsylvania State University
  State College, PA
• 06/2024 → 08/2024
  J. Safra Asset Management Corporation
  Aventura, FL
• 06/2023 → 08/2023
  Safra National Bank
  New York, NY
• 06/2022 → 07/2022
  Safra National Bank
  Aventura, FL
• 12/2020 → 08/2021
  Gap Semester Waiting For College To Start
  Rio De Janeiro
• 02/2005 → 12/2020
  The British School - Rio De Janeiro
  Rio De Janeiro

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-10-21
• S65 Uniform Investment Adviser Law Examination
  2024-04-01

Other Names

• Leonardo Leta Furtado