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Jake Kreppel

Alphastar Capital Management

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About Jake Kreppel

Jake Kreppel is a financial advisor registered with Alphastar Capital Management. Jake has been in the industry for over a decade, working with clients at firms such as J.P. Morgan Securities LLC and Equitable Advisors, LLC. He is a Series 66, Series 7TO, and SIE licensed professional. Jake specializes in providing financial planning, portfolio management, and selection of other advisors. Jake is also a Vice President and Independent Insurance Sales Agent for Kreppel Tax Advisory Group.

Firm Information

Jake Kreppel is currently registered with Alphastar Capital Management. Alphastar Capital Management, based in Cornelius, NC, is an investment advisor with over $1 billion in assets under management. They provide financial planning, pension consulting, and portfolio management services for individuals, corporations, high-net-worth individuals, and pension and profit-sharing plans. They also offer sub-advisory services and selection of other advisors.
Alphastar Capital Management

19600 WEST CATAWBA AVENUE

CORNELIUS, NC 28031

$1.15B

Assets Under Management

71

Total Clients

94

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sub-advisory services

Sub-advisory services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jake Kreppel’s Registration & Firm History

NC

09/03/2024 - Present

Alphastar Capital Management (CORNELIUS NC)

NY

03/01/2022 - 11/16/2023

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

NY

05/24/2021 - 10/14/2021

EQUITABLE ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 08/11/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/23/2021

Series 7TO - General Securities Representative Examination

BC

Issued 05/08/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jake Kreppel.
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