Jeffrey Ackler

Current Employers

Employment History

• 10/2015 → Present
  Lpl Financial, Llc
  Maitland, FL
• 07/2017 → 08/2024
  Merit Financial Group, Llc (Dba: Merit Financial Advisors)
  Maitland, FL
• 08/2024 → Present
  Synergy Investment Company
  Altamonte Springs, FL

Previous Registrations

• 2017-07-11 → 2024-08-30
  Merit Financial Advisors
  Mount Dora, FL
  Maitland, FL
  Alpharetta, GA
  Orlando, FL
  Daytona Beach, FL
• 2012-02-09 → 2015-10-16
  Schwab Wealth Advisory, Inc.
  Orlando, FL
• 2006-02-27 → 2012-03-23
  Charles Schwab & Co., Inc.
  Orlando, FL
  St. Petersburg, FL
  Orlando, FL
  St. Petersburg, FL

Other Businesses

1. 10/8/2015 - Cruise Planners - Blue Harbor Getaways LLC - Not Investment Related - Eustis, FL 32736- Travel Agency - Owner & Travel Agent - Started 06/01/2012 - 16 Hours Per Month/1 Hour During Securities Trading - Time Spent 10% - Own a travel agency franchise. 2. 10/20/2015: Wealth Realm, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/14/2015 - 160 Hours Per Month/8 Hours During Securities Trading. 3. 9/14/2017 - Coastal Insurance Agency, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 08/25/2017 - 4 Hours Per Month During Securities Trading. 4. 11/15/2021 - Merit Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/30/2021 - 4 hours per month / during trading 5. 09/13/2024 - Synergy Investment Management, LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 08/30/2024 - 20 Hours Per Month/ During Trading - I provide investment advisory services to Synergy Investment Management, LLC, an independent investment advisor firm. I started this business activity in 9/2024. I expect to spend approximately 20 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 02/10/2026 - Synergy Wealth Alliance, LLC - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 08/01/2024 - 40 hours per month/ 35 hours during trading - I provide investment advisory services to Synergy Investment Management, LLC, an independent investment advisor firm. I started this business activity in 2/2026. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7. 06/05/2026 - Wealthspire at Work hosted by Synergy Wealth Alliance - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/23/2021 - 5 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2006-02-23
• S63 Uniform Securities Agent State Law Examination
  1992-05-01

Designations

Other Names

• Jeffrey Ackler
• Jeffrey None Ackler
• Jeff Ackler