JP
JP

Josefa Alicia Palma

10 Years of Experience
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
8 advisors
Number of Clients
5,176 clients
Average Client Portfolio
$3.8M average
Assets Under Management
$19.6B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

375 Park Avenue, 8th Floor, New York, NY, 10152

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Josefa works as a Vice President at Fiera Capital, Inc., focusing on investment management, asset allocation, and portfolio management for individuals. This investment-related role takes nearly full-time hours.

Employment History
Current Registrations
Fiera Capital INC.
August 2021 - Present · 4 yrs 6 mos
Previous Registrations
Foreside Fund Services, LLCBroker
July 2018 - December 2023 · 5 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2010 - July 2013 · 2 yrs 8 mos
Banc of America Securities LLCBroker
September 2010 - November 2010 · 2 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.
Josefa Alicia Palma - Financial Advisor | TrueAdvisor