JEFFREY ACKLER is an investment adviser representative (IAR) with state registration records since 2006, appearing at 4 firms. Currently registered with SYNERGY INVESTMENT MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SYNERGY INVESTMENT MANAGEMENT LLC | 2024-09-04 | present | Yes |
| MERIT FINANCIAL GROUP, LLC | 2017-07-11 | 2024-08-30 | — |
| SCHWAB WEALTH ADVISORY, INC. | 2012-02-09 | 2015-10-16 | — |
| CHARLES SCHWAB & CO., INC. | 2006-02-27 | 2012-03-23 | — |