Jason Estrada is a registered investment advisor at Holistic Asset Management, LLC, based in Miami, FL. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
IM Fee
Planning only
Assets Under Management
$19.7M
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Location
800 Brickell Ave, Suite 502, Miami, FL, 33131
Get directionsHistory
Regulatory History (1)
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Judgment / Lien
April 2021Employment History
Current Registrations
Holistic Asset Management, LLC
January 2026 - Present · 4 mos
Holistic Brokerage, LLCBroker
January 2026 - Present · 4 mos
Previous Registrations
Emergent Global Investments
October 2025 - November 2025 · 1 mo
New England SecuritiesBroker
May 2002 - June 2002 · 1 mo
State Registrations2 states
FLNY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.