Sofia Abreu Braca (CRD# 7420819) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Miami, FL and has over 2 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Jpmorgan Chase Bank Na | Miami, FL | Aug 2021 - Current | 2 |
Jpmorgan Securities LLC | Miami, FL | Aug 2021 - Current | 2 |
Unemployed | Haines City, FL | Jun 2021 - Jul 2021 | < 1 |
Georgetown Scholars Program | Washington, DC | Feb 2019 - May 2021 | 2 |
Georgetown University | Washington, DC | Jan 2018 - May 2021 | 3 |
Cato Institute | Washington, DC | Sep 2019 - Oct 2019 | < 1 |
Inter-american Dialogue | Washington, DC | May 2019 - Aug 2019 | < 1 |
British Embassy Washington | Washington, DC | Mar 2019 - May 2019 | < 1 |
Princeton Club West | Madison, WI | Jun 2017 - Dec 2018 | 1 |
Edgewood College Academic Success And Career Development Center | Madison, WI | Sep 2016 - May 2017 | < 1 |
Sherwin Williams | Verona, WI | Mar 2017 - Mar 2017 | < 1 |
Wisconsin Financial Services | Madison, WI | Jun 2016 - Aug 2016 | < 1 |
Unemployed | Verona, WI | Nov 2015 - May 2016 | < 1 |
City Of Verona Public Library | Verona, WI | Sep 2014 - Oct 2015 | 1 |
Unemployed | Verona, WI | Aug 2011 - Aug 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2022 |
- FL
- TX
-
Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
-
Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.