Isabela Jardim

EFG ASSET MANAGEMENT (AMERICAS)

MIAMI, FL 33131

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CRD#: 6386615

Professional summary

Isabela Jardim, who also goes by Isabela Jardim Silva, Isabela Jardim Kaczinski, Isabela J Silva, Isabela Silva, is a registered financial advisor currently at EFG ASSET MANAGEMENT (AMERICAS) CORP. located in Miami, Florida and EFG CAPITAL INTERNATIONAL located in Miami, Florida.

Isabela is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Isabela has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Isabela Jardim Silva | Isabela Jardim Kaczinski | Isabela J Silva | Isabela Silva

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Dieci Luci LLC - Manager of the LLC. The referenced LLC is a 5% shareholder of Fratesi Pizza Downtown LLC - a pizzeria restaurant. Start date; Jan 4th, 2025. Passive investment - no day- to- day responsibilities but expect future dividends. Zero anticipated number of hours to be devoted to the business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Isabela Jardim's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 24, 2024 - Present

EFG ASSET MANAGEMENT (AMERICAS) CORP.

Office #1: 701 Brickell Avenue Suite 1310, Miami, FL 33131

RIA

CRD#: 158905

MIAMI, FL

Current

December 5, 2023 - Present

EFG CAPITAL INTERNATIONAL

Office #1: 701 Brickell Ave 9th Floor & Suite 1310, Miami, FL 33131-2867

CRD#: 40118

MIAMI, FL

Past

July 19, 2021 - August 22, 2023

XP ADVISORY US, INC.

RIA

CRD#: 173779

MIAMI, FL

Past

May 13, 2021 - August 22, 2023

XP INVESTMENTS US, LLC

CRD#: 156691

MIAMI, FL

Past

August 23, 2016 - May 18, 2021

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

New York, NY

Past

August 23, 2016 - May 18, 2021

J.P. MORGAN SECURITIES LLC

CRD#: 79

New York, NY

Past

May 26, 2016 - August 15, 2016

MORGAN STANLEY

RIA

CRD#: 149777

MIAMI, FL

Past

May 25, 2016 - August 15, 2016

MORGAN STANLEY

CRD#: 149777

MIAMI, FL

Past

September 16, 2015 - May 27, 2016

EFG CAPITAL ADVISORS INC.

RIA

CRD#: 112224

MIAMI, FL

Past

October 15, 2014 - May 27, 2016

EFG CAPITAL INTERNATIONAL

CRD#: 40118

MIAMI, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

EFG ASSET MANAGEMENT (AMERICAS) CORP.

EFG ASSET MANAGEMENT (AMERICAS) CORP | EFG ASSET MANAGEMENT (US) CORP | EFG ASSET MANAGEMENT (AMERICAS) CORP.

CRD#: 158905 / SEC#: 801-72773

RIA

Registered Investment Advisory firm - (10/3/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(12/5/2023)

IAR

Florida
(1/24/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/21/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/15/2014

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

EFG ASSET MANAGEMENT (AMERICAS) CORP.

EFG ASSET MANAGEMENT (AMERICAS) CORP | EFG ASSET MANAGEMENT (US) CORP | EFG ASSET MANAGEMENT (AMERICAS) CORP.

CRD#: 158905 / SEC#: 801-72773

RIA

Registered Investment Advisory firm - (10/3/2011 Approved)

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Contact information

Main Address

701 Brickell Avenue Suite 1310, Miami, FL 33131

Mailing Address

Phone number

(305) 482-8000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EFGAM FORM ADV 2A OCTOBER 2025 (10/2/2025)

EFGAM WRAP FEE PROGRAM BROCHURE NOVEMBER 2024 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	678
AUM (Assets Under Management)	$ 1,915,401,213

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Isabela Jardim

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Isabela Jardim's CRS (Customer Relationship Summary).

Certified licenses

Experience

EFG CAPITAL INTERNATIONAL

XP ADVISORY US, INC.

XP INVESTMENTS US, LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

MORGAN STANLEY

MORGAN STANLEY

EFG CAPITAL ADVISORS INC.

EFG CAPITAL INTERNATIONAL

Primary Firm SEC Registration

EFG ASSET MANAGEMENT (AMERICAS) CORP.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/21/2015

SIE

Date: 10/1/2018

Series 7

Date: 10/15/2014

FINRA

Current Firm

EFG ASSET MANAGEMENT (AMERICAS) CORP.

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EFG ASSET MANAGEMENT (AMERICAS) CORP.

TRUST BUT VERIFY

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