Sofia Paiva Mourani

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:

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

Current Employers

Employment History

• 09/2025 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 09/2025 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 07/2022 → 05/2025
  Vectis Gestao
  Sao Paulo
• 01/2022 → 06/2022
  Vtech
  Sao Paulo
• 07/2019 → 12/2021
  Vitreo
  Sao Paulo
• 08/2018 → 07/2019
  Stone
  Sao Paulo
• 01/2016 → 04/2018
  Ambev
  Sao Paulo
• 05/2018 → 07/2018
  Unemployed
  Sao Paulo
• 06/2025 → 08/2025
  Unemployed
  Durham, NC

Exams

• S66 Uniform Combined State Law Examination
  2025-12-22

Other Names

• Sofia Paiva Mourani