Leontios Evangelos Akavalos
Investment adviser representative at Edelman Financial Engines
12 yearsExperience
2 statesRegistered in
$326.3BFirm assets
28 yearsFirm in business
Are you Leontios Evangelos Akavalos? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feeOther
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
12 years in the industry.
- Edelman Financial EnginesNov 2025 to now
- J.P. Morgan Securities LLCSep 2023 to Oct 2025
- JPMorgan Chase Bank, N.A.Sep 2023 to Oct 2025
- La Capital Management, LLCDec 2016 to Sep 2025
- Wells Fargo Bank, N.A.Apr 2014 to Apr 2022
- Wells Fargo Clearing Services, LLCApr 2014 to Apr 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Edelman Financial Engines
Legal name: Financial Engines Advisors L.L.C.
$326.3BAssets managed
1,244,406Clients
721Advisers
28 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
- 5155722
- Firm CRD
- 104510