Jesse Cordoba is a CFP-designated registered investment advisor at Red Reef Advisors LLC, based in Boca Raton, FL, with 30 years of industry experience. Jesse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Education Planning, and 8 more. Their firm serves 91 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2%, negotiated on a client-by-client basis. Comprehensive financial planning is included for accounts over $500,000.
Fee Estimator
Location
150 E Palmetto Park Rd, Ste 800, Boca Raton, FL, 33432
Get directionsHistory
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.
Exams
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