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James E Estep, CFP®

Securing your financial future

Everest Financial Advisors, LLC

Pembroke Pines

FL

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
  • Accounting & Tax

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
The Professional Firefighters of Miramar Local 10 months, 2 weeks Jan 2018 - Present
JL Equity Holdings, LLC 1 year, 8 months Mar 2017 - Present
Everest Financial Advisors, LLC 8 years, 10 months Jan 2010 - Present
Wealth Builders Fx 8 years, 2 months Oct 2006 - Dec 2014
Broward College 14 years, 3 months Sep 1999 - Dec 2013
City of Miramar 22 years, 4 months Jul 1996 - Present

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by James Estep

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
Where can I get some info about my 401k balance?
Start with your HR department, but you can always ask some of your co-workers to check their statements for the contact information on the plan administrator. Once you obtain the plan administrator's contact information be sure that they have your correct address and updated contact information for...  (more)
Answered Feb 2015
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      1
    • as of date
      Feb 14, 2018
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      N/A
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Advisor

    Last updated on Feb. 15, 2018
      • $8.8M
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 42
        number of clients
      • $209.3K
        Estimated Average Account Balance Per Client

    Everest Financial Advisors, LLC

    Last updated on Aug. 30, 2017
      • $10.4M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 150
        Accounts
      • $69.3K
        Estimated Average Account Balance

    Fees

    Fee Only Advisor
    $
    This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

    Types of Compensation Arrangements