Jason Estrada

Current Employers

Employment History

• 08/2025 → 10/2025
  Unemployed
  Miami, FL
• 10/2025 → 11/2025
  Emergent Global Investments
  Coral Gables, FL
• 08/2022 → 08/2025
  Evertree, Llc
  Miami, FL
• 10/2020 → 02/2024
  Evertree, Sa
  Ciudad De Panamá
• 04/2017 → 09/2020
  Stonex Group, Inc.
  Miami, FL
• 05/2016 → 03/2017
  Carenero Corp
  Doral, FL
• 11/2025 → 11/2025
  Imperial Fund Asset Management Llc
  Fort Lauderdale, FL
• 12/2025 → 02/2026
  Sardona Global Advisors, Llc
  Aventura, FL
• 12/2025 → Present
  Holistic Brokerage, Llc
  Miami, FL
• 12/2025 → Present
  Holistic Asset Management, Llc
  Miami, FL

Previous Registrations

• 2025-10-22 → 2025-11-12
  Emergent Global Investments
  Coral Gables, FL

Other Businesses

Holistic Asset Management, LLC - Investment Advisor Representative - 01/16/2026 - Miami, FL 33131 - 160hrs/mo - 160hrs/mo during Business Hrs - Yes Business Related - Registered Investent Advisor - Advises clients about their securuties investments. - Fees Holistic Brokerage, LLC - Registered Representative - 01/02/2026 - Miami, FL 33131 - 40hrs/mo - 40hrs/mo during Business Hrs - Yes Business Related - Broker Dealer - Open new accounts. Provide investment advice. - Commissions Jason Estrada - Insurance Agent - 10/22/2025 - Miami, FL 33131 - 40hrs/mo - 40hrs/mo during Business Hrs - Yes Business Related - Life Insurance, Health Insurance and Annuity Sales - The sale of life insurance, health insurance and annuities to potential clients. - Fees

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-10-05
• S65 Uniform Investment Adviser Law Examination
  2025-03-31

Other Names

• Jason Estrada