Jeffrey S. Alderfer

BASTION FIDUCIARY

Chadds Ford, PA

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CRD#: 4959504

Professional summary

Jeffrey Scott Alderfer, CFP® is a registered financial advisor currently at BASTION FIDUCIARY located in Chadds Ford, Pennsylvania.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Jeffrey has worked at 6 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Substitute Teacher Services, 2901 Dutton Mill Road Unit 200, Aston Pennsylvania 19014, Substitute Teacher, Employee (receive a W-2), NIR, 16HR/MO- 0HR/Trading ,

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Scott Alderfer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

RIA

CRD#: 135565

WYOMISSING, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BASTION FIDUCIARY

BASTION FIDUCIARY | BASTION FIDUCIARY, LLC

CRD#: 333420 / SEC#: 801-131510

RIA

Registered Investment Advisory firm - (11/26/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(1/28/2025)

IAR

Pennsylvania
(1/14/2025)

IAR

Texas
(1/14/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/16/2004

Uniform Investment Adviser Law Examination

Current Firm

BASTION FIDUCIARY

BASTION FIDUCIARY | BASTION FIDUCIARY, LLC

CRD#: 333420 / SEC#: 801-131510

RIA

Registered Investment Advisory firm - (11/26/2024 Approved)

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Contact information

Main Address

Islamorada, FL

Mailing Address

Po Box 1133, Islamorada, FL 33036

Phone number

(786) 706-6651

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BASTION FIDUCIARY FORM ADV PART 2 (9/18/2025)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jeffrey S. Alderfer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Scott Alderfer's CRS (Customer Relationship Summary).

Certified licenses

Experience

BASTION FIDUCIARY

ISLAMORADA INVESTMENT MANAGEMENT, LLP

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CONVERGENT FINANCIAL STRATEGIES LLC

ALDERFER FINANCIAL PLANNING LLC

Primary Firm SEC Registration

BASTION FIDUCIARY

State Registrations and Notice Filings

Exams

Series 65

Date: 8/16/2004

Current Firm

BASTION FIDUCIARY

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

BASTION FIDUCIARY

TRUST BUT VERIFY

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