DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jeffrey Lynn Akright

Ameriprise Financial Services, LLCnational BDLees Summit, Modual registrantIAPD 2306460

Feed of 09/14/2026

Also filed as Jeffrey L Akright

At current firm

0 y

since Jun 10, 2026

In the industry

33 y

since Mar 8, 1993 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Ameriprise Financial Services, LLC national BD current
since Jun 10, 2026 · Lees Summit, Mo
Allstate Financial Advisors, LLC BD affiliated
Jan 14, 2025 to Jun 1, 2026 · Overland Park, Ks
LPL Enterprise, LLC BD affiliated
Nov 14, 2024 to Jan 22, 2025 · St Louis, Mo
Pruco Securities, LLC no RAUM
Mar 15, 2024 to Nov 14, 2024 · Overland Park, Ks
Ae Wealth Management, LLC BD affiliated
Jan 21, 2022 to Apr 25, 2022 · Overland Park, Ks
Bok Financial Advisors BD affiliated
Mar 5, 2015 to Dec 8, 2021 · Overland Park, Ks
Valic Financial Advisors, Inc. BD affiliated
Oct 14, 2011 to Mar 19, 2015 · Overland Park, Ks

Moves

a registration end followed by a registration begin elsewhere

Allstate Financial Advisors, LLC to Ameriprise Financial Services, LLC
left Jun 1, 2026, registered Jun 10, 2026 (9 days) · Affiliated broker-dealer or bank to another
LPL Enterprise, LLC to Allstate Financial Advisors, LLC
left Jan 22, 2025, registered Jan 14, 2025 (-8 days) · Other
Pruco Securities, LLC to LPL Enterprise, LLC
left Nov 14, 2024, registered Nov 14, 2024 (0 days) · corporate re-registration, not a move
Ae Wealth Management, LLC to Pruco Securities, LLC
left Apr 25, 2022, registered Mar 15, 2024 (690 days) · Affiliated broker-dealer or bank to another
Bok Financial Advisors to Ae Wealth Management, LLC
left Dec 8, 2021, registered Jan 21, 2022 (44 days) · Affiliated broker-dealer or bank to another
Valic Financial Advisors, Inc. to Bok Financial Advisors
left Mar 19, 2015, registered Mar 5, 2015 (-14 days) · Other

Signals

Jeffrey Lynn Akright left Allstate Financial Advisors, Llc for Ameriprise Financial Services, Llc (registered 2026-06-10)
Jun 1, 2026 · Advisor changed firm · fact
Jeffrey Lynn Akright left Lpl Enterprise, Llc for Allstate Financial Advisors, Llc (registered 2025-01-14)
Jan 22, 2025 · Advisor changed firm · fact
Jeffrey Lynn Akright left Ae Wealth Management, Llc for Pruco Securities, Llc (registered 2024-03-15)
Apr 25, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: National broker-dealer RIAderived
Years in industry: 33derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address