Jesse Cordoba

RED REEF ADVISORS LLC

Boca Raton, FL 33432

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CRD#: 2320561

Professional summary

Jesse Cordoba, CFP®, CIMA®, who also goes by Jesse Dario Cordoba, is a registered financial advisor currently at RED REEF ADVISORS LLC located in Boca Raton, Florida.

Jesse is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Jesse has worked at 6 firms and has passed the Series 63, Series 7 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jesse Dario Cordoba

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jesse Cordoba's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2003

CIMA^®

Certified Investment Management Analyst

Experience

Current

February 11, 2015 - Present

RED REEF ADVISORS LLC

Office #1: 150 E Palmetto Park Rd Ste 800, Boca Raton, FL 33432

RIA

CRD#: 174748

Boca Raton, FL

Past

June 1, 2009 - April 8, 2013

MORGAN STANLEY

RIA

CRD#: 149777

BOCA RATON, FL

Past

June 1, 2009 - April 8, 2013

MORGAN STANLEY

CRD#: 149777

BOCA RATON, FL

Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

BOCA RATON, FL

Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

BOCA RATON, FL

Past

August 26, 2005 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

BOCA RATON, FL

Past

June 14, 2005 - April 2, 2007

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

BOCA RATON, FL

Past

December 14, 1993 - August 16, 2004

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

FORT LAUDERDALE, FL

Past

December 7, 1993 - August 16, 2004

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

April 22, 1993 - October 18, 1993

BILTMORE SECURITIES, INC.

CRD#: 25023

FT. LAUDERDALE, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

RED REEF ADVISORS LLC

CRD#: 174748 / SEC#: 801-132745

RIA

Registered Investment Advisory firm - (5/13/2025 Approved)

Florida

Registered Investment Advisory firm - (7/16/2025 Terminated)

North Carolina

Registered Investment Advisory firm - (6/23/2025 Terminated)

Pennsylvania

Registered Investment Advisory firm - (6/24/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(4/15/2015)

IAR

North Carolina
(2/11/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 4/28/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/21/1993

General Securities Representative Examination

Principal/Supervisory Exam

Series 8

Date: 8/12/1996

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

RED REEF ADVISORS LLC

CRD#: 174748 / SEC#: 801-132745

RIA

Registered Investment Advisory firm - (5/13/2025 Approved)

Florida

Registered Investment Advisory firm - (7/16/2025 Terminated)

North Carolina

Registered Investment Advisory firm - (6/23/2025 Terminated)

Pennsylvania

Registered Investment Advisory firm - (6/24/2025 Terminated)

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Contact information

Main Address

150 E Palmetto Park Rd Ste 800, Boca Raton, FL 33432

Mailing Address

7050 W Palmetto Park Rd Ste 15-431, Boca Raton, FL 33433

Phone number

(561) 400-3285

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A+2B RED REEF ADVISORS LLC (6/17/2025)

Regulatory assets under management

Total Number of Accounts	319
AUM (Assets Under Management)	$ 125,493,916

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Jesse Cordoba

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jesse Cordoba's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

BILTMORE SECURITIES, INC.

Primary Firm SEC Registration

RED REEF ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 4/28/1993

Series 7

Date: 4/21/1993

Series 8

Date: 8/12/1996

Current Firm

RED REEF ADVISORS LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RED REEF ADVISORS LLC

TRUST BUT VERIFY

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