Jeffery Larry Akers, CFP | Financial Professional | Forest Hill, Maryland

Professional summary

Jeffery Larry Akers, CFP® is a registered financial advisor currently at ARKADIOS WEALTH ADVISORS located in Forest Hill, Maryland and ARKADIOS CAPITAL located in Forest Hill, Maryland.

Jeffery is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Jeffery has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1. DANIEL ALAN TAX SERVICE, CONSULTANT, < 1 HOUR/WEEK 2. AKERS FINANCIAL GROUP, INVESTMENT RELATED, POSITION: VICE PRESIDENT NATURE: FINANCIAL PLANNING, NUMBER OF HOURS: 30 INVESTMENT RELATED HOURS: 20 START DATE: 02/20/2006, ADDRESS: 134 INDUSTRY LANE, SUITE 5, FOREST HILL MD 21050, DESCRIPTION: FIXED INSURANCE AND ANNUITY SALES. 3. AKERS FINANCIAL EDUCATIONAL FOUNDATION, NON-INVESTMENT RELATED, POSITION: DIRECTOR NATURE: CORPORATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, EDUCATIONAL, AND SCIENTIFIC PURPOSES, INCLUDING, FOR SUCH PURPOSES, THE MAKING OF DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, OR THE CORRESPONDING SECTION OF ANY FUTURE FEDERAL TAX CODE. NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/19/2017, ADDRESS: 134 INDUSTRY LANE, SUITE 5, FOREST HILL MD 21050, DESCRIPTION: TO RECEIVE, INVEST, AND MANAGE GIFTS, GRANTS, DONATIONS, DEVISES, AND BEQUESTS OF MONEY AND OTHER PERSONAL AND REAL PROPERTY INTENDED BY THE DONOR, DEVISOR, OR DECEDENT IN ORDER TO PAY TUITION, FEES, AND OTHER EXPENSES OF QUALIFYING STUDENTS AT CHRISTIAN EDUCATIONAL INSTITUTIONS AND/OR SPECIAL NEEDS EDUCATIONAL INSTITUTIONS, AND IN SO DOING, ACT AS A DEPOSITORY FOR THE INVESTMENT AND MANAGEMENT OF SUCH MONEY AND PROPERTY SO RECEIVED. 4. WINNING IN RETIREMENT, POSITION: HOST / CO-HOST NATURE: HOSTING / CO-HOSTING WEEKLY RADIO SHOW INVESTMENT RELATED: YES NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 01/11/2020, ADDRESS: 134 INDUSTRY LANE, SUITE 5, FOREST HILL MD 21050, DESCRIPTION: HOSTING OR CO-HOSTING THE RADIO SHOW 5. CROSSROADS COMMUNITY CHURCH, POSITION: ELDER NATURE: CHURCH INVESTMENT RELATED: NO NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 02/21/2021, ADDRESS: 2810 12 STONES ROAD, BEL AIR MD 21015, DESCRIPTION: THE ELDERS PROVIDE LEADERSHIP FOR THE CHURCH. I HAVE CHECK SIGNING AUTHORITY FOR THE CHURCH. 6. ARKADIOS WEALTH ADVISORS, INVESTMENT ADVISOR REPRESENTATIVE, 10+ HOURS/WEEK 7. ARC NORTHERN CHESAPEAKE REGION (ORGANIZATION TO SUPPORT PEOPLE WITH DEVELOPMENTAL DISABILITIES), MEMBER OF PLANNED GIVING COMMITTEE, RAISING MONEY FOR THE CHARITY. 1 HOUR/WEEK.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffery Larry Akers'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®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

August 16, 2022 - Present

ARKADIOS WEALTH ADVISORS

Office #1: 134 Industry Lane, Suite 5, Forest Hill, MD 21050

RIA

CRD#: 288863

Forest Hill, MD

Current

August 16, 2022 - Present

ARKADIOS CAPITAL

Office #1: 134 Industry Lane, Suite 5, Forest Hill, MD 21050

BD

CRD#: 282710

Forest Hill, MD

Past

February 28, 2006 - September 30, 2022

KALOS CAPITAL, INC.

BD

CRD#: 44337

FOREST HILL, MD

Past

February 24, 2006 - September 30, 2022

KALOS MANAGEMENT

RIA

CRD#: 133025

FOREST HILL, MD

Past

August 28, 2002 - February 27, 2006

PSA FINANCIAL ADVISORS INC

RIA

CRD#: 110802

LUTHERVILLE, MD

Past

April 6, 2001 - February 27, 2006

PSA EQUITIES, INC.

BD

CRD#: 15676

HUNT VALLEY, MD

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".

AW

ARKADIOS WEALTH ADVISORS

CRD#: 288863 / SEC#: 801-110833

RIA

Registered Investment Advisory firm - (7/17/2017 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.

RR

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

RR

California
(6/28/2024)

RR

Colorado
(8/16/2022)

RR

Delaware
(1/24/2024)

RR

Florida
(8/16/2022)

RR

Illinois
(8/16/2022)

RR

Maryland
(8/16/2022)

IAR

Maryland
(8/16/2022)

RR

Missouri
(8/31/2023)

RR

North Carolina
(10/5/2022)

RR

Pennsylvania
(8/16/2022)

RR

South Carolina
(8/16/2022)

RR

Texas
(8/16/2022)

IAR

Texas
(8/16/2022)

RR

Virginia
(8/16/2022)

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

RR

IAR

Series 66

Date: 1/16/2002

Uniform Combined State Law Examination

General Industry/Product Exam

RR

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

RR

Series 7

Date: 4/5/2001

General Securities Representative Examination

SRO Registrations

RR

FINRA

Current Firm

AW

ARKADIOS WEALTH ADVISORS

CRD#: 288863 / SEC#: 801-110833

RIA

Registered Investment Advisory firm - (7/17/2017 Approved)

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Contact information

Main Address

2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305

Mailing Address

Phone number

(404) 445-0035

Established

Firm type

Fiscal year end

# of Employees

188

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PEAK WRAP FEE PROGRAM BROCHURE (3/31/2025)

ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	12,091
AUM (Assets Under Management)	$ 3,856,398,203

Red Flags

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

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Advisor Monitoring

Firm Stability Insights

Jeffery L. Akers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffery Larry Akers's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARKADIOS CAPITAL

KALOS CAPITAL, INC.

KALOS MANAGEMENT

PSA FINANCIAL ADVISORS INC

PSA EQUITIES, INC.

Primary Firm SEC Registration

ARKADIOS WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 1/16/2002

SIE

Date: 10/1/2018

Series 7

Date: 4/5/2001

FINRA

Current Firm

ARKADIOS WEALTH ADVISORS

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ARKADIOS WEALTH ADVISORS

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