Ricardo J. Jesus

LIBERTY ATLANTIC ADVISORS

Tavira,

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CRD#: 7812149

Professional summary

Ricardo Jorge Jesus, who also goes by Ricardo George Jesus, Ricardo Jesus, is a registered financial advisor currently at LIBERTY ATLANTIC ADVISORS .

Ricardo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Ricardo has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ricardo George Jesus | Ricardo Jesus

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.

Chase Buchanan; investment related -YES, Tavira Portugal, wealth management; Wealth Manager; 10/2022 start date; 120 hours/month; provide financial/tax planning to Portuguese residents.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ricardo Jorge Jesus'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

November 16, 2023 - Present

LIBERTY ATLANTIC ADVISORS

RIA

CRD#: 327738

Tavira,

Past

October 3, 2023 - September 30, 2024

BEACON GLOBAL ADVISOR NETWORK, LLC

RIA

CRD#: 288833

Tavira,

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.

Highlighted states indicate IAR registrations

IAR

California
(11/22/2023)

IAR

Texas
(11/16/2023)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/3/2023

Uniform Investment Adviser Law Examination

Current Firm

LIBERTY ATLANTIC ADVISORS

CHASE BUCHANAN USA | LIBERTY ATLANTIC ADVISORS LLC | LIBERTY ATLANTIC ADVISORS | CHASE BUCHANAN WEALTH MANAGEMENT, LLC | CHASE BUCHANAN WEALTH MANAGEMENT

CRD#: 327738 / SEC#: 801-132006

California

Registered Investment Advisory firm - (11/22/2023 Approved)

Texas

Registered Investment Advisory firm - (11/15/2023 Approved)

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Contact information

Main Address

Olympia, WA

Mailing Address

Phone number

(720) 655-7510

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025-09-12 LIBERTY ATLANTIC ADVISORS FORM ADV PART 2A (9/12/2025)

Regulatory assets under management

Total Number of Accounts	314
AUM (Assets Under Management)	$ 125,008,476

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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Ricardo J. Jesus

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ricardo Jorge Jesus's CRS (Customer Relationship Summary).

Certified licenses

Experience

LIBERTY ATLANTIC ADVISORS

BEACON GLOBAL ADVISOR NETWORK, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/3/2023

Current Firm

LIBERTY ATLANTIC ADVISORS

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LIBERTY ATLANTIC ADVISORS

TRUST BUT VERIFY

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