Jacob
Serfas
Brookstone Wealth Advisors, LLC
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About this Advisor
Jacob Serfas is a financial advisor based in Columbia, Maryland, working with Brookstone Wealth Advisors, LLC. Jacob has previously held positions at Penn Mutual, Corecap Advisors, First Advisors National, Finley Alexander Wealth Management, The Serfas Group, Ae Wealth Management, LLC, Owrs, Copper Creek Wealth, Alphastar Capital Management, LLC, Mercuri Asset Management, LLC, and Brookstone Wealth Advisors. Jacob has passed the Series 65 regulatory exam and is registered to provide services in Maryland. Currently, Jacob is part of Brookstone Wealth Advisors, LLC, which operates out of Columbia, Maryland. The firm has 172 offices and 225 employees. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Brookstone Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
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Office Location
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Brookstone Wealth Advisors, LLC Brokerage Details
225
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Jacob Serfas Work History
Brookstone Wealth Advisors
Mercuri Asset Management, LLC
Ae Wealth Management, LLC
Copper Creek Wealth
Alphastar Capital Management, LLC
Corecap Advisors
First Advisors National
Finley Alexander Wealth Management
Owrs
The Serfas Group
Penn Mutual
Disclosures
Please visit the SEC profile of Jacob Serfas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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