Scott Jacob, financial advisor Cornelius NC

Scott Jacob

CRD Number: 4628123
Current Firm: Alphastar Capital Management

Scott Jacob (CRD# 4628123) is an Investment Advisor Representative working at Alphastar Capital Management in Cornelius, NC and has over 19 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Flodown Hockey LLC Milford, CT Mar 2023 - Current 1
Alphastar Capital Management, LLC Cornelius, NC Jun 2020 - Current 3
Mml Investors Services Milford, CT Dec 2016 - Jun 2020 3
Massmutual Life Insurance Company Milford, CT Dec 2016 - Jun 2020 3
Park Avenue Securities Milford, CT Jun 2014 - Nov 2016 2
Guardian Life Ins Milford, CT Jun 2014 - Nov 2016 2
Oneamerica Securities Stratford, CT Oct 2010 - Jun 2014 3
American United Life Stratford, CT Sep 2010 - Jun 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2004
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Scott J. Jacob
Phone Number: 855-340-2514
Registered State(s):
  • CT
  • FL
  • MA
By the Numbers
  • Total Assets Under Management
    1,147
    MILLIONS
  • Total Number of Accounts
    10,083
    ACCOUNTS
  • Average Account Value
    $113,749
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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