Jeffrey L. Akright

ALLSTATE FINANCIAL ADVISORS

Overland Park, KS 66207-4001

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CRD#: 2306460

Professional summary

Jeffrey Lynn Akright, who also goes by Jeff Akright, is a registered financial advisor currently at ALLSTATE FINANCIAL ADVISORS, LLC located in Overland Park, Kansas and ALLSTATE FINANCIAL SERVICES, LLC located in Overland Park, Kansas.

Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Jeffrey has worked at 13 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff Akright

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

UPS POSITION: Package Handler NATURE: Logistics INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 0 START DATE: 01/03/2017 ADDRESS: 594 Mexico City Ave, Kansas City MO 64153, United States DESCRIPTION: Unloading ULDs/containers from planes and onto Semi trailers. Loading cargo onto planes.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Lynn Akright's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 14, 2025 - Present

ALLSTATE FINANCIAL ADVISORS, LLC

Office #1: 4352 W 107th St, Overland Park, KS 66207-4001

RIA

CRD#: 109524

Overland Park, KS

Current

January 14, 2025 - Present

ALLSTATE FINANCIAL SERVICES, LLC

Office #1: 4352 W 107th St, Overland Park, KS 66207-4001

CRD#: 18272

Overland Park, KS

Past

November 14, 2024 - January 22, 2025

LPL ENTERPRISE, LLC

RIA

CRD#: 8733

ST. LOUIS, MO

Past

November 14, 2024 - January 22, 2025

LPL ENTERPRISE, LLC

CRD#: 8733

ST. LOUIS, MO

Past

April 17, 2024 - November 14, 2024

PRUCO SECURITIES, LLC.

CRD#: 5685

Overland Park, KS

Past

March 15, 2024 - November 14, 2024

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

Kansas City, MO

Past

January 21, 2022 - April 25, 2022

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

Overland Park, KS

Past

March 5, 2015 - December 8, 2021

BOK FINANCIAL SECURITIES, INC.

RIA

CRD#: 17530

Lee's Summit, MO

Past

March 5, 2015 - December 8, 2021

BOK FINANCIAL SECURITIES, INC.

CRD#: 17530

Lee's Summit, MO

Past

October 14, 2011 - March 19, 2015

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

OVERLAND PARK, KS

Past

September 9, 2011 - March 19, 2015

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

OVERLAND PARK, KS

Past

February 4, 2010 - August 8, 2011

COUNTRY CAPITAL MANAGEMENT COMPANY

CRD#: 12060

LIBERTY, MO

Past

May 13, 2009 - September 18, 2009

INVEST FINANCIAL CORPORATION

CRD#: 12984

OVERLAND PARK, KS

Past

January 22, 2008 - January 26, 2009

UVEST FINANCIAL SERVICES GROUP, INC.

CRD#: 13787

CHARLOTTE, NC

Past

December 3, 2003 - April 5, 2007

COMMERCE BROKERAGE SERVICES, INC.

CRD#: 17140

CLAYTON, MO

Past

February 18, 1994 - January 15, 2002

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Past

March 2, 1993 - March 23, 1993

HIBBARD BROWN & CO., INC.

CRD#: 18246

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ALLSTATE FINANCIAL ADVISORS, LLC

ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC

CRD#: 109524 / SEC#: 801-68510

RIA

Registered Investment Advisory firm - (11/21/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Illinois
(5/1/2025)

Kansas
(1/14/2025)

Missouri
(1/14/2025)

IAR

Missouri
(1/14/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/6/2011

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/8/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/26/1993

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

ALLSTATE FINANCIAL ADVISORS, LLC

ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC

CRD#: 109524 / SEC#: 801-68510

RIA

Registered Investment Advisory firm - (11/21/2007 Approved)

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Contact information

Main Address

151 N 8th Street, Suite 450, Lincoln, NE 68508

Mailing Address

151 N 8th Street, Suite 450, Lincoln, NE 68508

Phone number

(877) 232-2142

Established

Firm type

Fiscal year end

# of Employees

337

SEC notice filing (49 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AFA FORM ADV FIRM BROCHURE 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	280
AUM (Assets Under Management)	$ 82,015,793

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Jeffrey L. Akright

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Lynn Akright's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLSTATE FINANCIAL SERVICES, LLC

LPL ENTERPRISE, LLC

LPL ENTERPRISE, LLC

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

AE WEALTH MANAGEMENT, LLC

BOK FINANCIAL SECURITIES, INC.

BOK FINANCIAL SECURITIES, INC.

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

COUNTRY CAPITAL MANAGEMENT COMPANY

INVEST FINANCIAL CORPORATION

UVEST FINANCIAL SERVICES GROUP, INC.

COMMERCE BROKERAGE SERVICES, INC.

A. G. EDWARDS & SONS, INC.

HIBBARD BROWN & CO., INC.

Primary Firm SEC Registration

ALLSTATE FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/6/2011

Series 63

Date: 3/8/1993

SIE

Date: 10/1/2018

Series 7

Date: 2/26/1993

FINRA

Current Firm

ALLSTATE FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (49 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALLSTATE FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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