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James Edgar Estep III

James E. Estep

EVEREST FINANCIAL ADVISORS
Cooper City, FL 33024
Some features on this profile are disabled
CRD#: 5758873
James Edgar Estep III

Professional summary

James Edgar Estep III, CFP®, who also goes by James E Estep III, is a registered financial advisor currently at EVEREST FINANCIAL ADVISORS, LLC located in Cooper City, Florida.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. James has worked at 1 firm and has passed the Series 65 exam.

Biography

I am the second of the two principals at Everest Financial Advisors in Cooper City which specializes in financial planning for public sector employees.
top-8-questions

Question & Answer

What are your service offerings?
Investment Planning
Budgeting
Tax Planning
Employee and Employer Plan Ben...
Retirement Planning
Education Planning
Comprehensive Financial Planni...
Debt Management
Do you have an area of expertise or specialization?
Federal Employees
Fixed Fee (Subscription, Retai...
Generation X
Retirement Plan Investment Adv...
Are you a "fiduciary"?
Yes

Aliases

James E Estep Iii

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.
(1) JL Equity Holdings, LLC; Managing Member; Non-Investment Related; 03/2017 - Present; Real Estate Holding Company; Less than 5 hours per month. (2)the Professional Firefighters of Miramar Local 2820 Union; President; Non-Investment Related; 01/2018- Present; 14359 Miramar Parkway, Suite 482 Miramar, FL 33027

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Edgar Estep III'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®
CFP®

Certified Financial Planner

Start date: 2011

Experience

Current

May 18, 2010 - Present

EVEREST FINANCIAL ADVISORS, LLC

Office #1: 9720 Stirling Road Suite 212, Cooper City, FL 33024
RIA
CRD#: 152866
Cooper City, FL

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.

Highlighted states indicate IAR registrations

IAR
Florida
(5/18/2010)
IAR
Georgia
(8/19/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/16/2009
Uniform Investment Adviser Law Examination

Current Firm

EVEREST FINANCIAL ADVISORS, LLC
EVEREST FINANCIAL ADVISORS, LLC
EVEREST FINANCIAL ADVISORS | EVEREST FINANCIAL ADVISORS, LLC

CRD#: 152866 / SEC#:

Florida
Registered Investment Advisory firm - (5/18/2010 Approved)
Georgia
Registered Investment Advisory firm - (8/19/2024 Approved)
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Contact information

Main Address
9720 Stirling Road #107, Cooper City, FL 33024
Mailing Address
Phone number
(954) 233-1960
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts406
AUM (Assets Under Management)$ 44,481,856

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

EVEREST FINANCIAL ADVISORS, LLC

EVEREST FINANCIAL ADVISORS, LLC

CRD#: 152866Cooper City, FL 33024

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Contact information

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