Jeffrey Akright
Jeffrey Akright is a registered investment advisor at Allstate Financial Advisors, LLC, based in Overland Park, KS, with 26 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 280 clients with $82M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allstate Financial Advisors (AFA) uses Fidelity Institutional Wealth Adviser's (FIWA) FMAX wrap fee program. The fee covers investment advice and trading costs, based on a percentage of the assets managed, up to 1.5%. AFA receives part of this fee, creating a potential conflict of interest. Clients should compare the FMAX program's overall cost and service with other options, including brokerage accounts and other advisor programs.
Location
4352 W 107th St, Overland Park, KS, 66207-4001
Get directionsHistory
Regulatory History (1)
Financial
June 2020Other Business Activities
Jeffrey works as a package handler for UPS since 2017, unloading and loading cargo. This activity takes about a quarter of his time and is not investment-related.
Employment History
Current Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Previous Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
Ae Wealth Management, LLC
Bok Financial Securities, INC.Broker
Bok Financial Advisors
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Country Capital Management CompanyBroker
Invest Financial CorporationBroker
Uvest Financial Services Group, INC.Broker
Commerce Brokerage Services, INC.Broker
A. G. Edwards & Sons, INC.Broker
Hibbard Brown & CO., INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.