Jeffrey Scott Alderfer
Investment Adviser Representative at Bastion Fiduciary
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jeffrey Scott Alderfer is an investment adviser representative with Bastion Fiduciary in Chadds Ford, PA, where they have been registered since 2025. They have worked in the securities industry since 2006 and have been registered with 6 firms, including Islamorada Investment Management, LLP and Cambridge Investment Research Advisors, Inc. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Florida, Pennsylvania, and Texas.
Registrations & licenses
- Investment adviser:
- Florida, Pennsylvania, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Convergent Financial Strategies LLCJan 2016 – Dec 2016Media, PA
- Concourse Financial Group Securities, Inc.May 2021 – Apr 2022Camp Hill, PA
- (dba) KCA WEALTH MANAGEMENTMay 2021 – Sep 2022Camp Hill, PA
- Temple UniversityJan 2017 – no end date reportedPhiladelphia, PA
- Cambridge Investment Research Advisors, Inc.Apr 2022 – Sep 2022Fairfield, IA
- Islamorada Investment ManagementMar 2023 – no end date reportedIslamorada, FL
- Bastion FiduciaryMar 2023 – no end date reportedIslamorada, FL
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Bastion Fiduciary
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- $0-$500,0001.00%
- $500,001-$1,000,0000.90%
- $1,000,001-$2,000,0000.80%
- $2,000,001-$4,000,0000.70%
+3 more tiers
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Chadds Ford, PA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeffrey Scott Alderfer has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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