Scott
Jacob
Alphastar Capital Management, LLC
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About this Advisor
Scott Jacob is a chartered financial consultant who works in Milford, Connecticut with 3 years of industry experience. Jacob currently works for Alphastar Capital Management, LLC. During their career, Jacob has held roles at American United Life, Oneamerica Securities, Park Avenue Securities, Guardian Life Ins, Alphastar Capital Management, LLC, Flodown Hockey LLC, Mml Investors Services and Massmutual Life Insurance Company. Jacob holds a Series 63 license, certifying them as a securities broker, and can work in Connecticut, Florida and Massachusetts. Alphastar Capital Management, LLC is a financial advisory company that has its headquarters in Cornelius, NC. The company has offices in 82 locations and a total of 128 advisors. It oversees $2 billion in assets among its 13,326 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. Of its 13,326 client accounts, just 3% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The company performs a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors largely depend on which service is offered. Fee types billed by Alphastar Capital Management, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alphastar Capital Management, LLC Brokerage Details
$1,450,962,289
128
13,326
$108,882
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
Scott has been registered as a financial advisor for 3 years.*
Flodown Hockey LLC
Alphastar Capital Management, LLC
Mml Investors Services
Massmutual Life Insurance Company
Park Avenue Securities
Guardian Life Ins
American United Life
Oneamerica Securities
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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, LLC
Uniontown, OH
Goodlettsville, TN
Concord, NC
Hemet, CA
Boca Raton, FL
Cornelius, NC
Cornelius, NC
Abilene, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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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