Osaic Wealth
43yrs
Top advisor by experience in Ellisville
8yrs
Based in Ellisville, Missouri, James Akers is a fiduciary financial advisor with 8 years of industry experience. James joined J.P. Morgan Securities in 2024, after two years at Edward Jones and four years at Merrill. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 25 advisors with offices in Ellisville, and one of 22 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office100 Clarkson Rd, Ellisville, MO 63011
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowJ.P. Morgan Securities LLCCurrent firm
- 2022 – 2024Edward JonesPreviously
- 2018 – 2022MerrillPreviously
Contact James
(800) 999-2000Firm headquarters in New York, NY. Ask for James. 100 Clarkson RdEllisville, MO 63011Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask James
Tailored to James’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About James
How do I contact James?
Call J.P. Morgan Securities at (800) 999-2000 and ask for James Akers. James works from the Ellisville, MO office.
How long has James been a financial advisor?
James has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does James hold?
Series 66. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask James for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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