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Jeffery Larry Akers

Arkadios Wealth Advisors

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About Jeffery Larry Akers

Jeffery Larry Akers is a financial advisor with over 20 years of experience in the industry. Jeffery is currently registered with Arkadios Wealth Advisors and has been with the firm since August 2022. Jeffery also has previous experience with Kalos Capital, Inc. and PSA Equities, Inc. Jeffery has a Series 66, Series 7 and SIE license and holds the Certified Financial Planner designation. Jeffery primarily works with high-net-worth individuals, corporations, and other businesses. Jeffery's clients benefit from his experience, knowledge, and expertise in various financial planning areas.

Firm Information

Jeffery Akers is currently registered with Arkadios Wealth Advisors. Arkadios Wealth Advisors is an investment advisor based in Atlanta, GA, with approximately 2681123534 in regulatory assets under management. The firm primarily serves high net worth individuals, corporations or other businesses, and individuals other than high net worth. Arkadios Wealth Advisors provides financial planning and portfolio management services. The firm also participates in wrap fee programs.
Arkadios Wealth Advisors

2827 PEACHTREE RD NE, SUITE 510

ATLANTA, GA 30305

$2.68B

Assets Under Management

Not reported

Total Clients

147

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffery Akers’s Registration & Firm History

MD

08/16/2022 - Present

Arkadios Wealth Advisors (Forest Hill MD)

MD

02/28/2006 - 09/30/2022

KALOS CAPITAL, INC. (FOREST HILL MD)

MD

04/06/2001 - 02/27/2006

PSA EQUITIES, INC. (HUNT VALLEY MD)

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Licenses & Designations

BOTH

Issued 01/16/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/05/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Jeffery Larry Akers. Review regulatory record here.
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