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Jesse Cordoba

Managing Partner @Red Reef Advisors, Llc

Boca Raton, FL, US
EMAILS
j••••••••@redreefadvisors.com
MOBILE NUMBERS
+15•••••••70

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WORK HISTORY

Jan 2015 — Present

Managing Partner @Red Reef Advisors, Llc

Most people find it hard to wrap their minds around the future, especially our greatest fears:death, illness, and financial hardship. It\'s even harder to do what you need to do to protect yourself. One of the most important things we help clients do is talk and think through these fears and take the steps necessary to manage them: risk mitigation, executing estate planning documents, calculating how much money you need to live well, and then staying the course, saving and building a prudent investment portfolio. We shepherd our clients through these thought processes and keep them on track to get them where they need to go

EDUCATION

1988 — 1992

East Carolina University - College of Business

Bachelor of Business Administration (B.B.A.)

2010 — 2010

The Wharton School

Certified Investment Management Analyst

SKILLS

Asset ManagementSeries 7InvestmentsWealth ManagementFixed IncomeHedge FundsPortfolio ManagementSecuritiesSeries 63EquitiesInvestment AdvisoryInvestment StrategiesAlternative InvestmentsSeparately Managed AccountsAsset AllocationMutual Funds

ABOUT JESSE CORDOBA

Advice for Contacting: © 2026 Red Reef Advisors LLC, RRA (an RIA), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. RRA will not accept purchase or sale orders via LinkedIn or its messaging systems. RRA is not responsible for content posted by third-parties. RRA does not provide tax or legal service – please consult a tax advisor. Any investments mentioned may not be suitable for all investors. Red Reef Advisors LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor\'s individual circumstances and objectives. For more information on any of the content listed above, go to RedReefAdvisors.com, or call your Red Reef Advisors financial advisor.

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Jesse Cordoba — Email, Phone Number & Contact Info | Unifers