Jorden BastienCRD Number: 6064289
Current Firm: Foothill Financial Advisors, Inc.
Jorden Bastien (CRD# 6064289) is an Investment Advisor Representative working at Foothill Financial Advisors, Inc. in Claremont, CA and has over 5 years of experience in the finance industry.
Jst Investment Consulting
Penniall & Associates
Eclectic Associates, Inc.
|Foothill Financial Advisors||Claremont, CA||May 2012 - Current||5|
|Paychex, Inc.||San Diego, CA||Mar 2004 - Apr 2012||8|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2012|
Total Assets Under Management122MILLIONS
Total Number of Accounts505ACCOUNTS
Average Account Value$241,718
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients