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Jamin Andrew Estep

ESTEP CAPITAL MANAGEMENT·MATTHEWS, North Carolina
Series 65Clean record10 years registeredESTEP CAPITAL MANAGEMENT
4949 ANTIOCH CHURCH RD, MATTHEWS, NC 60654CRD# 4912820Firm CRD# 134250

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jamin Andrew Estep · MATTHEWS, NC
Registration
CRD #4912820 · ESTEP CAPITAL MANAGEMENT · 10 years registered
Brand Profile
Not yet started
01

Career History

ESTEP CAPITAL MANAGEMENT
Oct 2015 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 12, 2015
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ESTEP CAPITAL MANAGEMENT
CRD 134250 · SEC 801-63920
AUM
$30M
Regulatory assets under management
Employees
1
82 client accounts
Services offered by ESTEP CAPITAL MANAGEMENT
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at ESTEP CAPITAL MANAGEMENT →
Introduction

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Frequently Asked Questions

What services does Jamin Andrew Estep offer?
Jamin Andrew Estep specializes in Investment Management, Fee-Only Advisory. Contact their office in MATTHEWS, North Carolina for a consultation.
What are Jamin Andrew Estep's credentials?
Jamin Andrew Estep is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jamin Andrew Estep located?
Jamin Andrew Estep is based in MATTHEWS, North Carolina, working with ESTEP CAPITAL MANAGEMENT. Their office serves clients in the MATTHEWS metropolitan area and surrounding communities.
How does Jamin Andrew Estep charge for services?
Jamin Andrew Estep's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ESTEP CAPITAL MANAGEMENT?
ESTEP CAPITAL MANAGEMENT has approximately 1 employees and manages $30M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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