Jeffrey Lynn Akright
Investment adviser representative at Ameriprise Financial Services, LLC
11 yearsExperience
1 stateRegistered in
$660.5BFirm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Ameriprise Financial Services, LLCJun 2026 to now
- United Parcel ServiceJan 2017 to now
- Allstate Financial Advisors, LLCJan 2025 to Jun 2026
- Allstate Insurance CoJan 2025 to Jun 2026
- Allstate Financial Services, LLCDec 2024 to Jun 2026
- Allstate Insurance CompanyDec 2024 to Dec 2024
- LPL Enterprise, LLCNov 2024 to Dec 2024
- Pruco Securities LLC.Mar 2024 to Nov 2024
- The Prudential Insurance Company of AmericaMar 2024 to Nov 2024
- Community Bank of Pleasant Hill dba First Trust of Mid AmericaOct 2022 to Oct 2023
- Ae Wealth Management LLCJan 2022 to Mar 2022
- Retirement Solutions GroupDec 2021 to Mar 2022
- Bok Financial Securities, Inc.Mar 2015 to Dec 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (MO).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2306460
- Firm CRD
- 6363