Garrett Akins

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2019 → Present
  Edward Jones
  St Louis, MO
• 06/2006 → 06/2019
  Quad/Graphics
  Sussex, WI

Other Businesses

"Community Foundation of Northeast Iowa Type: Date: 03/01/23 Title: Investment Policy Member Trad Hrs: 0 Tot Hrs: 0 Desc: Involvement would be as a member of the Foundation's Investment Policy Committee which helps set the Investment Policy Statement for their various accounts/endowments. No accounts are held with Edward Jones and I would have no access to bank account City-State: Cedar Falls IA" ***** "Kiwanis Club of Greater Waverly Type: Date: 10/04/22 Title: Board Member Trad Hrs: 0 Tot Hrs: 0 Desc: Help organize charitable and service activities. Organization has a checking account at the bank and an Edward Jones account that is invested in a money market mutual fund City-State: Waverly IA"

Exams

• S66 Uniform Combined State Law Examination
  2019-09-14

Designations

• Certified Financial Planner

Other Names

• Garrett Charles Akins
• Garrett Akins