Jacob Alexander Serfas
Investment adviser representative at Brookstone Wealth Advisors, LLC
12 yearsExperience
1 stateRegistered in
$0Firm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Brookstone Wealth Advisors, LLCOct 2023 to now
- Mercuri Asset Management, LLCFeb 2022 to Oct 2023
- Alphastar Capital Management, LLCOct 2020 to Oct 2021
- Copper Creek WealthJan 2020 to Feb 2022
- Ae Wealth Management, LLCJan 2020 to Jul 2020
- First Advisors NationalJul 2018 to Jan 2020
- Finley Alexander Wealth ManagementJul 2018 to Dec 2019
- Corecap AdvisorsJun 2018 to Mar 2019
- OwrsJan 2018 to Jul 2018
- The Serfas GroupJan 2014 to Jan 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (MD).
Brookstone Wealth Advisors, LLC
$0Assets managed
0Clients
222Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6962284
- Firm CRD
- 137658