Jorden Bastien has been an investment adviser representative at LifeSteps Financial since June 2012, and is not listed among the firm’s executive officers or direct owners.
Lifesteps Financial, Inc. is a Claremont, CA firm with $443M under management, 680 clients and 3 advisers across 4 offices, as of its September 2026 filing.
- Lifesteps FinancialCurrent– present · 14 yearsSan Clemente, CA · Adviser representative · Firm CRD 153852
Investment adviser representative registrations
Jorden Bastien is registered as an investment adviser representative in California, since June 2012.
- CaliforniaSince 1 June 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 31 May 2012 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jorden Henry Bastien
- CRD
- 6064289
- Firm
- LifeSteps Financial · CRD 153852
- Office
- San Clemente, CA
- Registration
- Investment adviser registration
- In the industry since
- May 2012
- Disciplinary history
- Not yet shown here · SEC record
Where does Jorden Bastien work?
Jorden Bastien is an investment adviser representative registered through Lifesteps Financial, Inc. since June 2012, and is not listed among the firm’s executive officers or direct owners.
Is Jorden Bastien a financial advisor?
Yes. Jorden Bastien has a current investment-adviser registration in California, through LifeSteps Financial since June 2012.
How many years of experience does Jorden Bastien have?
Jorden Bastien has 14 years in the financial industry, since May 2012, across 1 adviser firm.
What exams has Jorden Bastien passed?
Jorden Bastien passed the Series 65 in May 2012.
Where is Jorden Bastien based?
Jorden Bastien’s registered office is in San Clemente, CA.
Is Jorden Bastien registered with FINRA?
No. Jorden Bastien has no current broker registration.
How can I verify Jorden Bastien’s record?
Search CRD 6064289 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jorden Bastien’s full registration record.