# Jacob Alexander Serfas

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.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [BROOKSTONE WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/137658) | 2026-01-02 | present | Yes |
| [ATTIVO LEGACY ADVISORS, LLC](https://search.stillhousedata.com/firm/109195) | 2022-02-16 | 2023-10-12 | — |
| [ALPHASTAR CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/157423) | 2020-11-06 | 2021-09-30 | — |
| [AE WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/282580) | 2020-01-20 | 2020-07-31 | — |
| [FIRST ADVISORS NATIONAL, LLC](https://search.stillhousedata.com/firm/166212) | 2019-04-22 | 2020-01-20 | — |
| [CORECAP ADVISORS](https://search.stillhousedata.com/firm/158819) | 2018-06-08 | 2019-03-20 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6962284)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6962284.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.