This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

J. SAFRA ASSET MANAGEMENT CORPORATION

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Dec 16, 2010earliest registration or exam on IAPD

Years in industry

15derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S63

First exam

Dec 16, 2010

First registration

Sep 24, 2018

Dual registered

no

IAPD individual key

4140406

• Occurred

  Apr 8, 2022
  Advisor changed firm

  Noah Morgan Harris left Truist Advisory Services, Inc. for J. Safra Asset Management Corporation (registered 2022-05-12)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:68dcccce-474e-813c-4261-326fbd0200a2

First observed

Sep 24, 2018

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.