Jason Estrada
Professional Summary
Jason Estrada, who also goes by Jason Estrada, is a registered financial advisor currently at SARDONA GLOBAL ADVISORS LLC located in Miami, Florida. Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Jason has worked at 5 firms and has passed the Series 63, Series 65, Series 7TO, SIE, Series 3, Series 6 and Series 30 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jason Estrada
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
24 years in the financial services industry
Current & Past Employments
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Current Firm
SARDONA GLOBAL ADVISORS LLC
Contact Information
Main Address
2602 Nw 72nd Ave, Miami, FL 33122Phone Number
(305) 699-0150# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
3AUM (Assets Under Management)
$2,568,180Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(10/9/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed May 2002About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Jason Estrada's CRS (Customer Relationship Summary).
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