Chase Estrada

Investment Adviser Representative at TRINITY PORTFOLIO ADVISORS, LLC

SOUTHLAKE, TXCRD #7682934Dual-registered

No disclosures on record

Sourced from SEC IAPD & FINRA BrokerCheck

Years of Experience

3 yrs

States Registered

1 states

Exams Passed

Registrations & licenses

Registration type

Dual-registered

Registered in 1 states

Texas

Examinations passed

Series 65

Uniform Investment Adviser Law Examination

Passed 3/11/2025

Series 63

Uniform Securities Agent State Law Examination

Passed 6/22/2023

Series 7TO

General Securities Representative Examination

Passed 5/26/2023

SIE

Securities Industry Essentials Examination

Passed 3/27/2023

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model

Assets Under Management (AUM)

Account minimum: $7,500

Firm-stated minimum; may be waived at the firm's discretion.

Source

TRINITY PORTFOLIO Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

J.P. MORGAN SECURITIES LLC

5/30/2024 – 1/2/2025MCKINNEY, TX

CHARLES SCHWAB & CO., INC.

5/26/2023 – 4/9/2024Westlake, TX

Official records & sources

FINRA BrokerCheck record

Official broker registration & regulatory record

SEC IAPD record

SEC investment adviser registration record

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Chase Estrada has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.