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Sion Benjamin Harari

Investment adviser representative at J. Safra Asset Management Corporation
7 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

7 years in the industry.

  1. J. Safra Asset Management CorporationJul 2023 to now
  2. SabbaticalMay 2023 to Jul 2023
  3. George Washington UniversityAug 2019 to May 2023
  4. SabbaticalJun 2019 to Aug 2019
  5. Magen David AcademyMay 2016 to Jun 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

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
8266020
Firm CRD
131243
Advisor's SEC record (opens in a new tab)
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