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RIA / WealthAdvisorCertified Financial Planner20 years in industry

JENNIFER R AKHLAGHI

Advisor at ROOT FINANCIAL PARTNERS

AUSTIN, TX | Los Angeles, CA

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Search this name across graphsid dfx:ria:04c485b6-75b8-efee-538d-54c95484c4ec

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Oct 11, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ROOT FINANCIAL PARTNERS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 14, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Aug 14, 2006
First registration: Oct 11, 2006
Dual registered: no
Other names: JENNIFER R ROOD
IAPD individual key: 5023502

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ROOT FINANCIAL PARTNERS	Independent wealth	Feb 3, 2026	n/a	yes	AUSTIN, TX\|Los Angeles, CA	Current employment
GLOBAL FINANCIAL ADVISORY SERVICES, INC.	Independent wealth	Dec 1, 2020	Mar 1, 2024	no	VALENCIA, CA	Previous registration
ROOD FINANCIAL, LLC	Former SEC adviser	Feb 2, 2018	Apr 19, 2026	no	Los Angeles, CA	Previous registration
INDEPENDENT FINANCIAL GROUP, LLC	Bd affiliated wealth	Jul 20, 2012	Feb 1, 2018	no	SAN DIEGO, CA\|SAN DIEGO, CA\|Woodland Hills, CA	Previous registration
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Oct 12, 2009	Jul 26, 2012	no	WOODLAND HILLS, CA\|ENCINO, CA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Mar 7, 2007	Oct 16, 2009	no	Los Angeles, CA	Previous registration
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Oct 11, 2006	Mar 7, 2007	no	WOODLAND HILLS, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ROOD FINANCIAL, LLC	GLOBAL FINANCIAL ADVISORY SERVICES, INC.	Apr 19, 2026	Dec 1, 2020	-1,965	Firm change after gap	RIA to RIA
GLOBAL FINANCIAL ADVISORY SERVICES, INC.	ROOT FINANCIAL PARTNERS	Mar 1, 2024	Feb 3, 2026	704	Firm change after gap	RIA to RIA
INDEPENDENT FINANCIAL GROUP, LLC	ROOD FINANCIAL, LLC	Feb 1, 2018	Feb 2, 2018	1	Firm change	Other
CETERA INVESTMENT ADVISERS LLC	INDEPENDENT FINANCIAL GROUP, LLC	Jul 26, 2012	Jul 20, 2012	-6	Firm change	Other
CHARLES SCHWAB & CO., INC.	CETERA INVESTMENT ADVISERS LLC	Oct 16, 2009	Oct 12, 2009	-4	Firm change	Other
CETERA INVESTMENT ADVISERS LLC	CHARLES SCHWAB & CO., INC.	Mar 7, 2007	Mar 7, 2007	0	Firm change	Other

Relationships

Registered with (6)

→ ROOT FINANCIAL PARTNERSRegistered adviserregistration: current employment
Feb 3, 2026 to presentfactForm ADV
→ ROOD FINANCIAL, LLCRegistered adviserregistration: previous registration
Feb 2, 2018 to Apr 19, 2026factForm ADV
→ GLOBAL FINANCIAL ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Dec 1, 2020 to Mar 1, 2024factForm ADV
→ INDEPENDENT FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
Jul 20, 2012 to Feb 1, 2018factForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Oct 12, 2009 to Jul 26, 2012factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Mar 7, 2007 to Oct 16, 2009factForm ADV

Dated events

Occurred
Apr 19, 2026
Advisor changed firm
Jennifer R Akhlaghi left Rood Financial, Llc for Global Financial Advisory Services, Inc. (registered 2020-12-01)
Form ADVobserved 5 days ago
Occurred
Mar 1, 2024
Advisor changed firm
Jennifer R Akhlaghi left Global Financial Advisory Services, Inc. for Root Financial Partners (registered 2026-02-03)
Form ADVobserved 5 days ago