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JE

Jordan M. Estra

BOUSTEAD SECURITIES
Irvine, CA 92618
Some features on this profile are disabled
CRD#: 1582479
JE

Professional summary

Jordan Mark Estra is a registered financial professional currently at BOUSTEAD SECURITIES, LLC located in Irvine, California.

Jordan is registered as a RR (Registered Representative) and started their career in finance in 1987. Jordan has worked at 18 firms and has passed the Series 63, Series 99TO, SIE, Series 86, Series 87, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jordan Mark Estra's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 3, 2019 - Present

BOUSTEAD SECURITIES, LLC

Office #1: 6 Venture Suite 395, Irvine, CA 92618
BD
CRD#: 141391
Irvine, CA
Past

April 6, 2016 - June 19, 2019

VIEWTRADE SECURITIES, INC.

BD
CRD#: 46987
BOCA RATON, FL
Past

October 7, 2013 - April 6, 2016

SUTTER SECURITIES INCORPORATED

BD
CRD#: 30770
OCEAN RIDGE, FL
Past

July 7, 2009 - July 1, 2010

SUTTER SECURITIES INCORPORATED

BD
CRD#: 30770
IRVINE, CA
Past

May 14, 2008 - May 6, 2009

JESUP & LAMONT SECURITIES CORP

BD
CRD#: 39056
NEW YORK, NY
Past

August 15, 2007 - July 31, 2008

EMPIRE FINANCIAL GROUP, INC.

BD
CRD#: 28759
LONGWOOD, FL
Past

September 26, 2006 - July 23, 2007

DAWSON JAMES SECURITIES, INC.

BD
CRD#: 130645
BOCA RATON, FL
Past

June 18, 2003 - September 11, 2006

STANFORD GROUP COMPANY

BD
CRD#: 39285
BOCA RATON, FL
Past

October 9, 2001 - June 5, 2003

STERLING FINANCIAL INVESTMENT GROUP, INC.

BD
CRD#: 41506
BOCA RATON, FL
Past

July 23, 2001 - September 20, 2001

BLUESTONE CAPITAL CORP.

BD
CRD#: 13516
NEW YORK, NY
Past

February 15, 2001 - July 11, 2001

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227
NEW YORK, NY
Past

June 28, 1999 - February 26, 2001

RYAN BECK & CO.

BD
CRD#: 3248
FLORHAM PARK, NJ
Past

January 20, 1999 - July 15, 1999

EARLYBIRDCAPITAL, INC.

BD
CRD#: 28629
MELVILLE, NY
Past

May 15, 1996 - December 3, 1998

DB ALEX. BROWN LLC

BD
CRD#: 17790
BALTIMORE, MD
Past

November 8, 1993 - April 3, 1996

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

March 13, 1990 - March 8, 1993

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

September 1, 1988 - January 20, 1990

MABON, NUGENT & CO.

BD
CRD#: 2617
Past

January 6, 1988 - September 9, 1988

S.G. WARBURG & CO. INC.

BD
CRD#: 1483
Past

February 18, 1987 - April 30, 1987

MORGAN GRENFELL INCORPORATED

BD
CRD#: 13173

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(7/3/2019)

Exams

State Security Law Exam
RR
Series 63
Date: 3/6/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 86
Date: 9/29/2015
Research Analyst Exam - Part I Analysis Module
General Industry/Product Exam
RR
Series 87
Date: 9/15/2015
Research Analyst Exam - Part II Regulations Module
General Industry/Product Exam
RR
Series 7
Date: 11/15/1986
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/13/1996
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

BS
BOUSTEAD SECURITIES, LLC
BOUSTEAD SECURITIES, LLC | MONARCH BAY SECURITIES, LLC | MONARCH BAY ASSOCIATES, LLC

CRD#: 141391 / SEC#: , 8-67384

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information

Main Address
6 Venture Suite 395, Irvine, CA 92618
Mailing Address
6 Venture Suite 395, Irvine, CA 92618
Phone number
(949) 295-1580
Established
California since 04/19/2006
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (47 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
BOUSTEAD & COMPANY LIMITEDMEMBER
BULL, ROBERT LEE IVFINOP & PRINCIPAL1521134
MCCLORY, DANIEL JOSEPHMEMBER1390780
SMITH, LINCOLN JOSEPH JRPRESIDENT/ CEO / CCO2501422

Disclosures

Regulatory Event1

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BOUSTEAD SECURITIES, LLC

CRD#: 141391Irvine, CA 92618

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