Jacob Serfas
Jacob Serfas is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Wheaton, IL, with 7 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
BWA provides investment management services through the BCM Platform or BCM wrap-fee program. Fees for these programs are disclosed in BCM's brochure and offering materials. BWA can negotiate its portion of the total fee, but the total advisory fee will not exceed 2.5% annually. The fees are based on a percentage of the value of your portfolio. The fees are negotiable depending on the amount you invest and the complexity of your financial situation.
Location
1745 S Naperville Rd, Suite 200, Wheaton, IL, 60189
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jacob works as an independent advisor at Copper Creek Wealth Management, focusing on insurance sales and services. This activity is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Mercuri Asset Management, LLC
Alphastar Capital Management, LLC
Ae Wealth Management, LLC
First Advisors National, LLC
Corecap Advisors
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.