Joshua N Kang
Investment adviser representative at J. Safra Asset Management Corporation
11 yearsExperience
1 stateRegistered in
$6.3BFirm assets
22 yearsFirm in business
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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
11 years in the industry.
- J. Safra Asset Management CorporationAug 2025 to now
- J Safra Asset ManagementJun 2024 to Aug 2024
- J Safra Asset ManagementJun 2023 to Aug 2023
- Safra National Bank of New YorkJun 2022 to Aug 2022
- Villanova UniversityAug 2021 to May 2025
- Fair Lawn High SchoolSep 2017 to Jul 2021
- Thomas Jefferson Middle SchoolJan 2015 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8172364
- Firm CRD
- 131243