Jesse Cordoba is a CFP-designated registered investment advisor at Red Reef Advisors LLC, based in Boca Raton, FL, with 29 years of industry experience. Jesse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 98 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Red Reef Advisors' fees for managing your investments are negotiated on a client-by-client basis, up to a maximum of 2% of the value of your portfolio. Fees are billed at the end of each month or quarter. The exact fee will depend on the amount of work involved, the size of your portfolio, and the resources dedicated to providing the services.
Location
150 E Palmetto Park Rd, Ste 800, Boca Raton, FL, 33432
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Regulatory History (1)
Customer Dispute
January 2005Employment History
Current Registrations
Red Reef Advisors LLC
Previous Registrations
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley
Charles Schwab & CO., INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.