Jason Andrew Akers

Alight Financial Advisors, LLC

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Current Employers

Alight Financial Advisors, Llc

9300 Harris Corners Parkway Suite 105, Charlotte, NC 28269 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2023-09-01

NC RA
APPROVED

Since 2023-09-01

Branch Locations

Burlington, NC • United States

9300 Harris Corners Parkway Suite 105, Charlotte, NC 28269 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
W&S Brokerage Services	Cincinnati	OH	07/2018	12/2020
Western Southern Life	Greensboro	NC	05/2018	12/2020
Aflac	Greensboro	NC	04/2017	05/2018
Williams Sonoma	Greensboro	NC	03/2015	04/2017
Penn Mutual Life Insurance Company	Horsham	PA	12/2020	02/2022
Hornor Townsend & Kent Llc	Horsham	PA	12/2020	02/2022
Alight Financial Solutions	Lincolnshire	IL	02/2022	Present

07/2018 → 12/2020

W&S Brokerage Services

Cincinnati, OH
05/2018 → 12/2020

Western Southern Life

Greensboro, NC
04/2017 → 05/2018

Aflac

Greensboro, NC
03/2015 → 04/2017

Williams Sonoma

Greensboro, NC
12/2020 → 02/2022

Penn Mutual Life Insurance Company

Horsham, PA
12/2020 → 02/2022

Hornor Townsend & Kent Llc

Horsham, PA
02/2022 → Present

Alight Financial Solutions

Lincolnshire, IL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-08-30
S63	Uniform Securities Agent State Law Examination	2018-09-11

S65 Uniform Investment Adviser Law Examination

2023-08-30
S63 Uniform Securities Agent State Law Examination

2018-09-11

Other Names

Jason A Akers

View on SEC IAPD

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