Isabela Jardim
Isabela Jardim is a registered investment advisor at Efg Private Wealth Management (americas) CORP., based in Miami, FL, with 11 years of industry experience. Isabela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 438 clients with $1.9B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
701 Brickell Avenue, Suite 1310, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Isabela is the manager of Dieci Luci LLC, which is a 5% shareholder of Fratesi Pizza Downtown LLC, a pizzeria restaurant. This is a passive investment with no day-to-day responsibilities and requires minimal time.
Employment History
Current Registrations
Efg Private Wealth Management (americas) CORP.
Efg Capital InternationalBroker
Previous Registrations
Xp Advisory US, INC.
Xp Investments US, LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Morgan Stanley
Morgan StanleyBroker
Efg Capital Advisors INC.
Efg Capital InternationalBroker
State Registrations1 state
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