Ricardo Jesus
Liberty Atlantic Advisors · Conceição, Texas
Ricardo Jesus is a fee-only financial advisor at Liberty Atlantic Advisors in Conceição, Texas. Ricardo focuses on cross-border (US / Canada), retirement planning and tax planning. Liberty Atlantic Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Cross-border families
- High earners
Facts
| Firm | Liberty Atlantic Advisors |
|---|---|
| Based in | Conceição, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $185.8M across 443 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 7812149 |
| Exams passed | Series 65 (2023) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | libertyatlantic.com |
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Questions about Ricardo
Is Ricardo Jesus a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ricardo holds no broker registration, and Liberty Atlantic Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ricardo charge for financial advice?
Ricardo's firm, Liberty Atlantic Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ricardo Jesus based?
Ricardo Jesus is based in Conceição, Texas.
What does Ricardo specialize in?
Ricardo's specialties include cross-border (US / Canada), retirement planning and tax planning. Ricardo works with cross-border families and high earners.
Is Ricardo Jesus registered with the SEC?
Yes. Ricardo Jesus is registered as an investment adviser representative in CA and TX (CRD 7812149), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Liberty Atlantic Advisors manage?
Liberty Atlantic Advisors reports $185.8M across 443 accounts in assets under management.
How do I contact Ricardo Jesus?
Through Ricardo's website, libertyatlantic.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
- Liberty Atlantic Advisors 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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