JA

Jennifer Akers

Wealth Strategist at Parallel Advisors, LLC

Jennifer Akers has extensive experience in the financial and operational sectors, currently serving as a Wealth Strategist at Parallel Advisors, LLC since November 2020. Prior to this role, Jennifer owned Professional Helpmate from June 2019 to December 2022 and held the position of Global Operations Manager at Strongbow Partners from August 2017 to December 2021. Jennifer also worked as a Customer Service Manager at Muckboots.com from October 2015 to August 2017, where responsibilities expanded from a Customer Service Representative to overseeing Customer Service and Marketing initiatives after developing workflows and processes.

Location

Simpsonville, United States

Links


Org chart

No direct reports

Teams


Offices

This person is not in any offices


Parallel Advisors, LLC

Parallel Advisors is a registered, independent wealth management firm. We specialize in active financial planning, solid portfolio construction, and mindful asset allocation designed to help individuals, families and trusts accomplish their financial goals. With offices in San Francisco, Dallas, Dayton, Durango, Honolulu, Oklahoma City, and Scottsdale, Parallel provides innovative, unrestricted and comprehensive solutions for our clients. Independent Mindset: As a registered investment advisor, Parallel has a fiduciary responsibility to work in our clients’ best interests. Unlike broker-dealers, Parallel has the freedom to choose investments and resources that best meet our clients’ objectives. Inclusive Implementation: Parallel's advisors work as a team and leverage our diverse expertise to offer well-balanced thinking and individualized service. We act as the key coordinator and point of contact with our clients’ accountants, estate planning lawyers, institutional money managers and other professionals to help ensure all of our clients’ finances are aligned with their goals. Innovative Approach: We flip the broker-dealer model on its head. Instead of relying solely on in-house resources and investments, we take a flexible, forward-thinking approach to serving our clients’ wealth management needs. From portfolio construction to due diligence, we select the industry partners we believe will enable us to make the right strategic decisions. This third-party network reinforces our commitment to independence and transparency. Our Key Capabilities: • Financial planning • Investment management • Investment manager due diligence • Retirement planning analysis • Philanthropic planning and evaluation • Institutional style bond and cash management • Portfolio analysis and comparison of investments and/or managers • Tax planning and preparation • Risk, insurance and annuity analysis • Research services • Intergenerational wealth transfer strategies