Jessica Bonfim Dos Santos

Ubs Financial Services Inc.

CRD 8222440

Claim This Profile

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Periodicals / newsletters

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

Current Employers

Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-03-11

FL RA
APPROVED

Since 2026-03-11

Branch Locations

100 Se 2Nd Street 27Th Floor, 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

Organization	City	State	From	To
Ubs Financial Services Inc	Miami	FL	01/2026	Present
Xp Inc	Sao Paulo		11/2020	09/2025
Itau Unibanco	Sao Paulo		07/2017	11/2020
Mapfre	Sao Paulo		04/2016	07/2017
Unemployed	Miami	FL	10/2025	01/2026

01/2026 → Present

Ubs Financial Services Inc

Miami, FL
11/2020 → 09/2025

Xp Inc

Sao Paulo
07/2017 → 11/2020

Itau Unibanco

Sao Paulo
04/2016 → 07/2017

Mapfre

Sao Paulo
10/2025 → 01/2026

Unemployed

Miami, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-12-04

S66 Uniform Combined State Law Examination

2024-12-04

View on SEC IAPD

Nearby Firms

HOLLANDER ASSET MANAGEMENT LLC

XP ADVISORY US, INC.

Nearby Investors

BIANCA MIA HOLLANDER PONTES

CARLOS HOLLANDER

EDUARDO NMN GRUENER

Nearby Offices

HOLLANDER ASSET MANAGEMENT LLC · MIAMI, FL

GFG CAPITAL · MIAMI, FL

XP ADVISORY US, INC. · MIAMI, FL

More in Miami, FL

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor