Jesse Zora
Zora Financial · Birmingham, Alabama
Jesse Zora is a fee-only financial advisor at Zora Financial in Birmingham, Alabama, who holds the CFP credential. Zora Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Zora Financial |
|---|---|
| Based in | Birmingham, Alabama |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $71.0M across 401 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AL, LA, TX, UT · CRD 5967105 |
| Exams passed | Series 65 (2011) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.zorafinance.com |
| Profile |
How Jesse's firm compares
- Zora Financial's average account is about $177,000, from its Form ADV (assets managed divided by 401 accounts).
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Questions about Jesse
Is Jesse Zora a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jesse holds no broker registration, and Zora Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jesse charge for financial advice?
Jesse's firm, Zora Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Does Jesse work with clients virtually?
Yes. Zora Financial says on its website that it works with clients remotely.
Where is Jesse Zora based?
Jesse Zora is based in Birmingham, Alabama.
What credentials does Jesse Zora hold?
Jesse Zora holds the CFP credential.
Is Jesse Zora registered with the SEC?
Yes. Jesse Zora is registered as an investment adviser representative in AL, LA, TX and UT (CRD 5967105), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Zora Financial manage?
Zora Financial reports $71.0M across 401 accounts in assets under management.
How do I contact Jesse Zora?
Through Jesse's website, www.zorafinance.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Zora Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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