Jeffrey Alderfer has been CCO of Bastion Fiduciary since May 2024, is a control person of the firm and directly owns under 5% of it. Jeffrey Alderfer holds a Bachelor of Science in Aeronautical Engineering from U.S. Air Force Academy and a Master of Science in Systems Management from the University of Southern California.
Bastion Fiduciary, LLC is a firm with $125M under management, 242 clients and 6 advisers in one office, as of its April 2026 filing.
Jeffrey Alderfer is Chief Operating Officer and Chief Compliance Officer of Bastion Fiduciary, where he oversees financial planning services and firm operations. He joined the firm in 2023. Earlier he founded Alderfer Financial Planning LLC in Wyomissing, PA, which became Convergent Financial Strategies LLC, where he served as Director of Financial Planning, and he teaches personal finance as an adjunct professor at Temple University.
Jeffrey Alderfer’s longest registration was 8 years at Convergent Financial Strategies LLC (2011–2020). Before joining Bastion Fiduciary in 2025, Jeffrey Alderfer was registered through Islamorada Investment Management, LLP and Cambridge Investment Research Advisors, Inc.
- Bastion FiduciaryCurrent– present · 1 yearChadds Ford, PA · Adviser representative · Firm CRD 333420
- Islamorada Investment Management, LLP– · 1 yearChadds Ford, PA · Adviser representative · Firm CRD 146930
- Cambridge Investment Research Advisors, Inc.– · under a yearCamp Hill, PA · Adviser representative · Firm CRD 134139
- Concourse Financial Group Advisors– · under a yearCamp Hill, PA · Adviser representative · Firm CRD 15708
- Convergent Financial Strategies LLC– · 8 yearsWayne, PA · Adviser representative · Firm CRD 158192
- Alderfer Financial Planning LLC– · 6 yearsWyomissing, PA · Adviser representative · Firm CRD 135565
Professional designations
Listed by Bastion Fiduciary
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jeffrey Alderfer is registered as an investment adviser representative in 3 states. Each was approved in January 2025.
- FloridaSince 28 January 2025
- PennsylvaniaSince 14 January 2025
- TexasSince 14 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 August 2004 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jeffrey Scott Alderfer
- CRD
- 4959504
- Firm
- Bastion Fiduciary · CRD 333420
- Role
- CCO
- Office
- Chadds Ford, PA
- Registration
- Investment adviser registration
- In the industry since
- October 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lastbastion.com
Where does Jeffrey Alderfer work?
Jeffrey Alderfer has been CCO of Bastion Fiduciary, LLC since May 2024, and is a control person of the firm.
Is Jeffrey Alderfer a financial advisor?
Yes. Jeffrey Alderfer has a current investment-adviser registration in Florida, Pennsylvania and Texas, through Bastion Fiduciary since January 2025.
How many years of experience does Jeffrey Alderfer have?
Jeffrey Alderfer has 20 years in the financial industry, since October 2006, across 6 adviser firms.
What exams has Jeffrey Alderfer passed?
Jeffrey Alderfer passed the Series 65 in August 2004.
Where did Jeffrey Alderfer work before Bastion Fiduciary?
Before Bastion Fiduciary, Jeffrey Alderfer was registered through Cambridge Investment Research Advisors, Inc., April 2022 to November 2022; Concourse Financial Group Advisors, May 2021 to May 2022; Convergent Financial Strategies LLC, November 2011 to July 2020; Alderfer Financial Planning LLC, June 2005 to December 2011.
Where is Jeffrey Alderfer based?
Jeffrey Alderfer’s registered office is in Chadds Ford, PA.
Is Jeffrey Alderfer registered with FINRA?
No. Jeffrey Alderfer has no current broker registration.
Is Jeffrey Alderfer a CFP?
Bastion Fiduciary lists Jeffrey Alderfer with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jeffrey Alderfer’s record?
Search CRD 4959504 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Alderfer’s full registration record.
