Advisor at Ocean Financial Advisors LLC
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Firm
Ocean Financial Advisors LLC
Location
Miami, FL 33126
Credentials
Series 63, Series 65
Industry experience
26 years
Maria De Jesus is a financial advisor at Ocean Financial Advisors LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ocean Financial Advisors since 2019, with prior experience at Efg Capital Asset Management and Efg Capital International. Outside of her advisory role, she volunteers with nonprofit organizations focused on raising funds for school supplies for children in need. Ocean Financial Advisors, LLC provides discretionary and non-discretionary investment management, model portfolio implementation, and consulting services primarily to high-net-worth individuals and trusts. The firm uses a range of strategies, including fundamental and technical analysis, and is affiliated with Ocean Bank and an in-house broker-dealer, serving a client base that includes non-U.S. domiciled investors.
Consulting services may be charged a fixed fee, negotiated and agreed upon in written contract.
Up to 2.0% annually (negotiable)
Clients may pay commissions on brokerage accounts established with affiliated broker-dealer OFS, but advisory fees do not include commissions. Advisory clients whose trades are executed through OFS are not charged commissions on the transactions.
Consulting services may be charged on an hourly basis, fee rate negotiated with client and agreed upon in written contract.
Account minimum: $500,000
780 Nw 42 Nd Avenue, Suite 500
Miami, FL 33126
Florida
Ocean Financial Advisors LLC
2020 - Present (6 years)
Ocean Financial Advisors LLC
2019 - 2020 (1 year)
Ocean Financial Services Llc
2018 - Present (8 years)
Efg Capital Asset Management Llc
2009 - 2018 (9 years)
Efg Capital International Inc
2009 - 2018 (9 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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