Jesse Cordoba
Red Reef Advisors · Boca Raton, Florida
Jesse Cordoba is a fee-only financial advisor at Red Reef Advisors in Boca Raton, Florida, who holds the CFP credential. Red Reef Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Who they serve
- Founders
- Retirees
- Pre-retirees
Facts
| Firm | Red Reef Advisors |
|---|---|
| Based in | Boca Raton, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $135.0M across 323 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, NC · CRD 2320561 |
| Exams passed | Series 63 (1993) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.redreefadvisors.com |
How Jesse's firm compares
- Red Reef Advisors's average account is about $418,000, from its Form ADV (assets managed divided by 323 accounts).
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Questions about Jesse
Is Jesse Cordoba a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jesse holds no broker registration, and Red Reef Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jesse charge for financial advice?
Jesse's firm, Red Reef Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jesse Cordoba based?
Jesse Cordoba is based in Boca Raton, Florida.
What credentials does Jesse Cordoba hold?
Jesse Cordoba holds the CFP credential.
Is Jesse Cordoba registered with the SEC?
Yes. Jesse Cordoba is registered as an investment adviser representative in FL and NC (CRD 2320561), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Red Reef Advisors manage?
Red Reef Advisors reports $135.0M across 323 accounts in assets under management.
How do I contact Jesse Cordoba?
Through Jesse's website, www.redreefadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Red Reef Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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