Jeffery
Akers
Arkadios Wealth Advisors
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About this Advisor
Jeffery Akers is a certified financial planner operating out of Forest Hill, Maryland with 1 year of industry experience. Akers currently works for Arkadios Wealth Advisors. Over the course of their career, they have held roles at Kalos Capital, Inc, Arkadios Capital and Arkadios Wealth Advisors. Akers has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Maryland and Texas. Arkadios Wealth Advisors is a company that has its headquarters in Atlanta, GA. The firm has offices in 47 locations and a total of 140 people on staff. It controls $2 billion in total assets between its 8,782 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves eight charities and foundations. Of its 8,782 client accounts, just 3% are associated with high-net-worth individuals who have at least $1 million in investable assets. Arkadios Wealth Advisors performs a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fees typically depend on the type of services. However, fee types billed by Arkadios Wealth Advisors can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Arkadios Wealth Advisors Brokerage Details
$1,757,945,482
140
8,782
$200,176
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jeffery Akers Work History
Jeffery has been registered as a financial advisor for 1 years.*
Arkadios Capital
Arkadios Wealth Advisors
Kalos Capital, 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 Jeffery 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 Arkadios Wealth Advisors
Atlanta, GA
Jacksonville, FL
Murfreesboro, TN
Atlanta, GA
Atlanta, GA
Atlanta, GA
San Juan, PR
Columbia, SC
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.
