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Jennifer R Akhlaghi

Root Financial Partners

Los Angeles, CA

Austin, TX

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Current Employers
Root Financial Partners

801 Barton Springs Rd, Austin, TX 78704 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-02-03
TX RA APPROVED 2026-02-03
  • CA RA
    APPROVED
    Since 2026-02-03
  • TX RA
    APPROVED
    Since 2026-02-03

Branch Locations

2121 Avenue Of The Stars Suite 800, Los Angeles, CA 90067 • United States

801 Barton Springs Rd, Austin, TX 78704 • 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
OrganizationCityStateFromTo
Winkler & Rood Woodland Hills CA 09/2009 06/2021
Independent Financial Group Los Angeles CA 07/2012 01/2018
Rood Financial, Llc Los Angeles CA 02/2018 02/2026
Global Financial Advisory Services, Inc. Valencia CA 12/2020 09/2023
Root Financial Partners Austin TX 02/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-10-10
S63 Uniform Securities Agent State Law Examination 2006-08-14
  • S65 Uniform Investment Adviser Law Examination
    2006-10-10
  • S63 Uniform Securities Agent State Law Examination
    2006-08-14
Designations
Other Names
  • Jennifer R Rood

View on SEC IAPD

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