Jesse Cordoba
Jesse Cordoba is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Tampa, FL, with 2 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
6820 W Linebaugh Ave, Suite 103, Tampa, FL, 33625
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Regulatory History (2)
Financial
March 2022Financial
February 2022Other Business Activities
Jesse owns United Real Estate Partners LLC, spending about 10-20% of his time on real estate activities. He also works on estate planning for Trinity Wealth Management and as an advisory representative of an RIA for CIRA, dedicating full-time hours to the latter.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
State Registrations18 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.