Ricardo Jesus (CRD# 7812149) is an Investment Advisor Representative working at Beacon Global Advisor Network, LLC in Tavira, and has 1 year of experience in the finance industry.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Chase Buchanan Wealth Management, LLC | Tavira, | Nov 2023 - Current | < 1 |
| Beacon Global Advisor Network | Atlanta, GA | Oct 2023 - Current | < 1 |
| Chase Buchanan Wealth Management | Tavira, | Oct 2022 - Oct 2023 | 1 |
| Private Client Consultancy | Tavira, | Jan 2021 - Sep 2022 | 1 |
| Asm Sports Group | Tavira, | Jul 2020 - Dec 2020 | < 1 |
| University Of Tulsa | Tulsa, OK | Aug 2018 - May 2020 | 1 |
| Volunteer | Tavira, | Jun 2018 - Aug 2018 | < 1 |
| University Of Mississippi | Oxford, MS | Jan 2014 - May 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- TX
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Total Assets Under Management292MILLIONS
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Total Number of Accounts361ACCOUNTS
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Average Account Value$807,706
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IL, LA, MA, MD, MI, NC, NJ, NV, NY, OH, OR, PA, SC, TX, VA, WA
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