Jorden H. Bastien
Professional summary
Jorden Henry Bastien, who also goes by Jorden Henry, is a registered financial advisor currently at LIFESTEPS FINANCIAL located in San Clemente, California.
Jorden is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Jorden has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jorden Henry Bastien's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 1, 2012 - Present
LIFESTEPS FINANCIAL
Primary Firm SEC Registration
LIFESTEPS FINANCIAL
CRD#: 153852 / SEC#: 801-71544
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/1/2012)
Current Firm
LIFESTEPS FINANCIAL
CRD#: 153852 / SEC#: 801-71544
Contact information
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 804 |
| AUM (Assets Under Management) | $ 374,568,217 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 05/02/2025 | ||
| 05/06/2024 | ||
| 10/06/2023 |
Red Flags
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