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Scott James Jacob

Alphastar Capital Management

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About Scott James Jacob

Scott Jacob is a financial professional with over 18 years of experience in the industry. Scott is currently registered with Alphastar Capital Management, LLC, and is licensed in Connecticut, Florida, and Massachusetts. Scott has been providing financial advice to individuals, families, and businesses since 2003. Scott's areas of expertise include financial planning, investment management, and insurance. Scott is committed to providing his clients with personalized service and helping them achieve their financial goals.

Firm Information

Scott Jacob 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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Scott Jacob’s Registration & Firm History

NC

09/15/2020 - Present

Alphastar Capital Management (CORNELIUS NC)

CT

01/20/2017 - 06/15/2020

MML INVESTORS SERVICES, LLC (MILFORD CT)

CT

06/20/2014 - 12/12/2016

PARK AVENUE SECURITIES LLC (MILFORD CT)

CT

10/22/2010 - 06/19/2014

ONEAMERICA SECURITIES, INC. (MILFORD CT)

CT

02/26/2008 - 11/18/2010

MML INVESTORS SERVICES, INC. (STAMFORD CT)

CT

10/29/2003 - 01/15/2008

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WESTPORT CT)

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Licenses & Designations

BC

Issued 09/24/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/28/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Scott James Jacob. Review regulatory record here.
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