Jesse Cordoba has been Managing Director / Chief Compliance Officer of Red Reef Advisors since January 2015, is a control person of the firm and directly owns under 5% of it. Jesse Cordoba studied BSBA at East Carolina School of Business.
Red Reef Advisors LLC is a Boca Raton, FL firm with $135M under management, 91 clients and 3 advisers across 2 offices, as of its July 2026 filing.
Jesse Cordoba is Founder and Managing Partner of Red Reef Advisors. Before founding the firm, he was an Executive Director and Head of Global Distribution for Morgan Stanley's Consulting Group for the Private Wealth Management and International segments. Earlier in his career, he led wealth management businesses for Charles Schwab & Company, including its Private Client Investment Management offering.
Jesse Cordoba’s longest registration is the current one, 11 years at Red Reef Advisors since 2015. Before joining Red Reef Advisors in 2015, Jesse Cordoba was registered through Morgan Stanley and Morgan Stanley & Co. Incorporated.
- Red Reef Advisors LLCCurrent– present · 11 yearsBoca Raton, FL · Adviser representative · Firm CRD 174748
- Morgan Stanley– · 3 yearsBoca Raton, FL · Adviser representative · Firm CRD 149777
- Morgan Stanley & Co. Incorporated– · 2 yearsBoca Raton, FL · Adviser representative · Firm CRD 8209
- Morgan Stanley– · 1 yearBoca Raton, FL · Adviser representative · Firm CRD 7556
- Charles Schwab & Co., Inc.– · 10 yearsFort Lauderdale, FL · Adviser representative · Firm CRD 5393
Professional designations
Listed by Red Reef Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Investment Management Analyst (CIMA®)
Investment adviser representative registrations
Jesse Cordoba is registered as an investment adviser representative in 2 states. The first approvals date from February 2015; the most recent is Florida, in April 2015.
- FloridaSince 15 April 2015
- North CarolinaSince 11 February 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 8 | General Securities Sales Supervisor Examination (Options Module & General Module) | 12 August 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 April 1993 |
| Series 7 | General Securities Representative Examination | 21 April 1993 |
- Name
- General Securities Sales Supervisor Examination (Options Module & General Module)
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 2320561
- Firm
- Red Reef Advisors · CRD 174748
- Role
- Managing Director / Chief Compliance Officer
- Office
- 150 E PALMETTO PARK RD, STE 800, Boca Raton, FL 33432
- Registration
- Investment adviser registration
- In the industry since
- August 1996
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- redreefadvisors.com
Where does Jesse Cordoba work?
Jesse Cordoba has been Managing Director / Chief Compliance Officer of Red Reef Advisors LLC since January 2015, and is a control person of the firm.
Is Jesse Cordoba a financial advisor?
Yes. Jesse Cordoba has a current investment-adviser registration in Florida and North Carolina, through Red Reef Advisors since February 2015.
How many years of experience does Jesse Cordoba have?
Jesse Cordoba has 30 years in the financial industry, since August 1996, across 5 adviser firms.
What exams has Jesse Cordoba passed?
Jesse Cordoba has passed 3 licensing exams: the Series 7, Series 63 and Series 8. The earliest, the Series 7, was passed in April 1993.
Where did Jesse Cordoba work before Red Reef Advisors?
Before Red Reef Advisors, Jesse Cordoba was registered through Morgan Stanley, June 2009 to April 2013; Morgan Stanley & Co. Incorporated, April 2007 to June 2009; Morgan Stanley, June 2005 to April 2007; Charles Schwab & Co., Inc., December 1993 to August 2004.
Where is Jesse Cordoba based?
Jesse Cordoba’s registered office is in Boca Raton, FL.
Is Jesse Cordoba registered with FINRA?
No. Jesse Cordoba has no current broker registration.
Is Jesse Cordoba a CFP?
Red Reef Advisors lists Jesse Cordoba with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Jesse Cordoba, CFP®, CIMA® biography, redreefadvisors.com
How can I verify Jesse Cordoba’s record?
Search CRD 2320561 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jesse Cordoba’s full registration record.