Jacob Alexander Serfas is an investment adviser representative (IAR) with state registration records since 2018, appearing at 6 firms. Currently registered with BROOKSTONE WEALTH ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| BROOKSTONE WEALTH ADVISORS, LLC | 2026-01-02 | present | Yes |
| ATTIVO LEGACY ADVISORS, LLC | 2022-02-16 | 2023-10-12 | — |
| ALPHASTAR CAPITAL MANAGEMENT, LLC | 2020-11-06 | 2021-09-30 | — |
| AE WEALTH MANAGEMENT, LLC | 2020-01-20 | 2020-07-31 | — |
| FIRST ADVISORS NATIONAL, LLC | 2019-04-22 | 2020-01-20 | — |
| CORECAP ADVISORS | 2018-06-08 | 2019-03-20 | — |