Noah Morgan Harris
Investment adviser representative at J. Safra Asset Management Corporation
10 yearsExperience
1 stateRegistered in
CFADesignation
$6.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- J. Safra Asset Management CorporationMay 2022 to now
- J. Safra Asset Manangement CorpApr 2022 to now
- Suntrust Advisory Services, IncSep 2018 to Apr 2022
- J. Safra Asset ManagementSep 2016 to Aug 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
State registrations
Registered as an investment adviser representative in 1 state (NY).
J. Safra Asset Management Corporation
$6.3BAssets managed
3,443Clients
9Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4140406
- Firm CRD
- 131243