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Jeffrey Scott Alderfer
CRD#: 4959504
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Investment Adviser
BASTION FIDUCIARYCRD#: 333420 Chadds Ford, PA
Registration History
20062008201020122014201620182020202220242026IABASTION FIDUCIARY (CRD# 333420)2025 - Present (<1 year)IAISLAMORADA INVESTMENT MANAGEME... (CRD# 146930)2023 - Present (1 year)IACAMBRIDGE INVESTMENT RESEARCH ... (CRD# 134139)2022 - 2022 (<1 year)IACONCOURSE FINANCIAL GROUP ADVISORS (CRD# 15708)2021 - 2022 (1 year)IACONVERGENT FINANCIAL STRATEGIE... (CRD# 158192)2011 - 2020 (8 years)IAALDERFER FINANCIAL PLANNING LLC (CRD# 135565)2005 - 2011 (6 years)
License(s)

State Registrations

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Florida 5/8/2023

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Texas 1/14/2025

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Pennsylvania 5/17/2023

Current Registration(s)
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BASTION FIDUCIARY (CRD#:333420)
Chadds Ford, PA
Registered with this firm since 1/14/2025

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ISLAMORADA INVESTMENT MANAGEMENT, LLP (CRD#:146930)
Chadds Ford, PA
Registered with this firm since 5/8/2023

Previous Registration(s)
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04/30/2022 - 11/04/2022 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. (CRD#:134139) Camp Hill, PA
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05/28/2021 - 05/01/2022 CONCOURSE FINANCIAL GROUP ADVISORS (CRD#:15708) CAMP HILL, PA
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11/16/2011 - 07/21/2020 CONVERGENT FINANCIAL STRATEGIES LLC (CRD#:158192) WAYNE, PA
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06/16/2005 - 12/31/2011 ALDERFER FINANCIAL PLANNING LLC (CRD#:135565) WYOMISSING, PA
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Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.