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JC
CFP
JC
CFP
Jesse Cordoba
Red Reef Advisors LLC
29 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Education Planning
Tax Planning
Estate Planning
High Net Worth
Red Reef Advisors LLC
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
3 advisors
Number of Clients
98 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$125.5M
Fee Structure
Minimum Investment:
$500K
Financial Planning:
Included in AUM fee
Investment Management
Planning
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Location
150 E Palmetto Park Rd, Ste 800, Boca Raton, FL, 33432
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History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Customer Dispute
January 2005
Denied
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Red Reef Advisors LLC
February 2015 - Present · 11 yrs
Previous Registrations
Morgan Stanley
June 2009 - April 2013 · 3 yrs 10 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
June 2005 - April 2007 · 1 yr 10 mos
Charles Schwab & CO., INC.
December 1993 - August 2004 · 10 yrs 8 mos
State Registrations
2 states
FL
NC
Advisor
Exams
No exam information available for this advisor.