Scott
Jacob

Alphastar Capital Management

CRD#4628123
Investment Advisor
in Cornelius, NC

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About this Advisor

Scott Jacob is a financial advisor based in Cornelius, North Carolina, working with Alphastar Capital Management. Scott has previously held positions at Park Avenue Securities, Guardian Life Ins, Alphastar Capital Management, LLC, Flodown Hockey LLC, Mml Investors Services, and Massmutual Life Insurance Company. Scott has passed the Series 63 regulatory exam and is registered to provide services in Connecticut, Florida, and Massachusetts. Currently, Scott is part of Alphastar Capital Management, which operates out of Cornelius, North Carolina. The firm has 58 offices and 109 employees. The firm manages assets totaling $1.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Alphastar Capital Management includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

19600 West Catawba Avenue Suite B200
Cornelius, NC 28031

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Alphastar Capital Management Brokerage Details

Total Assets Under Management

$1,146,934,809

NC Average: $3,625,019,099
Total Number of Employees

109

NC Average: 22
Total Number of Accounts

10,083

NC Average: 1,917
Average Account Size

$113,749

NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Scott Jacob Work History

2023 - Present (1 year)

Flodown Hockey LLC

2020 - Present (4 years)

Alphastar Capital Management, LLC

2016 - 2020 (4 years)

Mml Investors Services

2016 - 2020 (4 years)

Massmutual Life Insurance Company

2014 - 2016 (2 years)

Park Avenue Securities

2014 - 2016 (2 years)

Guardian Life Ins

Disclosures

Please visit the SEC profile of Scott Jacob to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Alphastar Capital Management

Michael Kojonen
Hudson, WI
Jake Galligan
Fuquay-Varina, NC
Nicholas Smith
Rochester, MN
Andrew Barnett
Cornelius, NC
Isaiah Smith
Huntersville, NC
Scott Jacob
Cornelius, NC
Logan Ramer
Rochester, MN
Brantley Claunch
Cornelius, NC

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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