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Jorden Henry Bastien

Lifesteps Financial

Claremont, CA

San Clemente, CA

CRD 6064289

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Employer firm

Lifesteps Financial CRD 153852

$443M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • BILL PAYMENT AND RECONCILIATION SERVICE

From the firm’s Form ADV. Read the guides:

Current Employers
Lifesteps Financial

250 West First Street Suite 248, Claremont, CA 91711 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2012-06-01
  • CA RA
    APPROVED
    Since 2012-06-01

Branch Locations

250 West First Street Suite 248, Claremont, CA 91711 • United States

San Clemente, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lifesteps Financial (Formerly Foothill Financial Advisors, Inc.) Claremont CA 05/2012 Present
  • 05/2012 → Present
    Lifesteps Financial (Formerly Foothill Financial Advisors, Inc.)
    Claremont, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-05-31
  • S65 Uniform Investment Adviser Law Examination
    2012-05-31
Other Names
  • Jorden Henry

View on SEC IAPD

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