Jesse Cordoba
CFP®, CIMA®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jesse Dario Cordoba
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
33 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
RED REEF ADVISORS LLC
Contact Information
Main Address
150 E Palmetto Park Rd Ste 800, Boca Raton, FL 33432Mailing Address
7050 W Palmetto Park Rd Ste 15-431, Boca Raton, FL 33433Phone Number
(561) 400-3285# of Employees
3SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
323AUM (Assets Under Management)
$134,974,430Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
RED REEF ADVISORS LLC
State Registrations and Notice Filings
(4/15/2015)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed Aug 1996Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Jesse Cordoba's CRS (Customer Relationship Summary).
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