James Edgar Estep

Current Employers

Everest Financial Advisors, Llc

9720 Stirling Road #107, Cooper City, FL 33024 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-09-02
GA	RA	APPROVED	2024-08-19

FL RA
APPROVED

Since 2025-09-02
GA RA
APPROVED

Since 2024-08-19

Branch Locations

9720 Stirling Road Suite 107, Cooper City, FL 33024 • 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

Organization	City	State	From	To
Everest Financial Advisors, Llc	Cooper City	FL	01/2010	Present
City Of Miramar	Miramar	FL	07/1996	Present
Jl Equity Holdings, Llc	Cooper City	FL	03/2017	Present
The Professional Firefighters Of Miramar Local	Miramar	FL	01/2018	Present

01/2010 → Present

Everest Financial Advisors, Llc

Cooper City, FL
07/1996 → Present

City Of Miramar

Miramar, FL
03/2017 → Present

Jl Equity Holdings, Llc

Cooper City, FL
01/2018 → Present

The Professional Firefighters Of Miramar Local

Miramar, FL

Other Businesses

(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

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2009-12-16

S65 Uniform Investment Adviser Law Examination

2009-12-16

Designations

Other Names

James E Estep

View on SEC IAPD

Current Employers

Everest Financial Advisors, Llc

Disclosures

Employment History

Other Businesses

Exams

Designations

Other Names

Other Firms

Other Investors

Other Offices

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