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Jaime Estevez

KKR Capital Markets LLC

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About Jaime Estevez

Jaime Estevez is a financial advisor at KKR Capital Markets LLC. Jaime has been in the financial services industry since 2015. Jaime has a Series 66 license from the Uniform Combined State Law Examination and holds Series 3, SIE and Series 7 licenses. Previously, Jaime was an advisor at PIMCO INVESTMENTS LLC, BLACKROCK INVESTMENTS, LLC, HIGHLAND CAPITAL FUNDS DISTRIBUTOR, INC., and FIDELITY BROKERAGE SERVICES LLC. Jaime is registered in 53 states and the District of Columbia.

Firm Information

Jaime Estevez is currently registered with KKR Capital Markets LLC. KKR Capital Markets LLC is a Limited Liability Company that was formed on January 29, 2007. It is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. KKR Capital Markets is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

64

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Jaime Estevez’s Registration & Firm History

FL

02/26/2024 - Present

KKR Capital Markets LLC (Miami FL)

FL

03/17/2022 - 01/16/2024

PIMCO INVESTMENTS LLC (Miami FL)

FL

06/20/2016 - 02/10/2022

BLACKROCK INVESTMENTS, LLC (MIAMI FL)

TX

08/25/2015 - 06/01/2016

HIGHLAND CAPITAL FUNDS DISTRIBUTOR, INC. (DALLAS TX)

TX

11/17/2014 - 08/11/2015

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

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Licenses & Designations

BOTH

Issued 12/19/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/13/2023

Series 3 - National Commodity Futures Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jaime Estevez.
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