Joel
Akers

Stephens

CRD#4133460
Investment Advisor
in Rogers, AR

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About this Advisor

Joel Akers is a financial advisor based out of Rogers, Arkansas with a total of 10 years of industry experience. Akers is currently employed by Stephens. During their career, Akers has held roles at Stephens Inc. Akers maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Arkansas and Texas. Stephens is a financial advisory firm based out of Little Rock, AR. The company has offices in 23 locations and a total of 637 employees. It manages $12 billion in assets under management between its 21,479 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 21 charitable organizations. Of its 21,479 customer accounts, just 8% are held by high-net-worth clients who have more than $1 million in investable assets. The firm offers a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advice usually vary depending on the type of services provided. However, fees charged by Stephens most likely include asset-based, hourly, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Performance-based Fees

Office Location

3100 Market Street
Rogers, AR 72758

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Stephens Brokerage Details

Total Assets Under Management

$12,334,227,079

AR Average: $880,205,985
Total Number of Employees

637

AR Average: 42
Total Number of Accounts

21,479

AR Average: 1,714
Average Account Size

$574,246

AR Average: $513,539

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Joel Akers Work History

Joel has been registered as a financial advisor for 10 years.*

2022 - Present (2 years)

Stephens Inc

2013 - 2022 (9 years)

Stephens Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Joel Akers to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Stephens

Benjamin Penix
Fayetteville, AR
Brian Colley
Dallas, TX
Charles Nabhan
Lutherville-Timonium, MD
Hillman Jones
Rogers, AR
John Black Jr
Charlotte, NC
Joel Akers
Rogers, AR
Kimberley Whittle
Rogers, AR
Thomas Moll
Little Rock, AR

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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