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JE

Jason Estrada

HOLISTIC ASSET MANAGEMENT
Miami, FL 33131
Some features on this profile are disabled
CRD#: 4525129
JE

Professional summary

Jason Estrada, who also goes by Jason Estrada, is a registered financial advisor currently at HOLISTIC ASSET MANAGEMENT, LLC located in Miami, Florida and HOLISTIC BROKERAGE, LLC located in Miami, Florida.

Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Jason has worked at 4 firms and has passed the Series 63, Series 65, Series 7TO, SIE, Series 3, Series 6 and Series 30 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jason Estrada

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) - RIA

Click below to view Jason Estrada's 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

January 16, 2026 - Present

HOLISTIC ASSET MANAGEMENT, LLC

Office #1: 800 Brickell Ave Suite 502, Miami, FL 33131
RIA
CRD#: 156789
Miami, FL
Current

January 2, 2026 - Present

HOLISTIC BROKERAGE, LLC

Office #1: 800 Brickell Ave Suite 502, Miami, FL 33131
BD
CRD#: 46001
Miami, FL
Past

October 22, 2025 - November 12, 2025

EMERGENT GLOBAL INVESTMENTS

RIA
CRD#: 290875
CORAL GABLES, FL
Past

May 16, 2002 - June 21, 2002

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
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
(1/2/2026)
IAR
Florida
(1/16/2026)
RR
New York
(1/2/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 10/5/2025
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 3/31/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2026
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/17/2025
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 7/21/2014
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 6
Date: 5/15/2002
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 30
Date: 12/21/2024
NFA Branch Manager Examination
SRO Registrations
RR
FINRA

Current Firm

HA
HOLISTIC ASSET MANAGEMENT, LLC
ADCAP ASSET MANAGEMENT, LLC | LATMARK ASSET MANAGEMENT, LLC | HOLISTIC ASSET MANAGEMENT, LLC

CRD#: 156789 / SEC#:

Florida
Registered Investment Advisory firm - (8/5/2011 Approved)
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Contact information

Main Address
800 Brickell Ave Suite 502, Miami, FL 33131
Mailing Address
Phone number
(305) 374-1177
Established
Firm type
Fiscal year end
# of Employees
5

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts5
AUM (Assets Under Management)$ 19,713,419

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

HOLISTIC ASSET MANAGEMENT, LLC

CRD#: 156789Miami, FL 33131

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