Unclaimed Profile

Jennifer R Akhlaghi

ROOD FINANCIAL, LLC·WOODLAND HILLS, California

SIE, Series 7, Series 31, Series 63, Series 65CFPClean record19 years registeredROOD FINANCIAL, LLC

21550 OXNARD ST., WOODLAND HILLS, CA 91367CRD# 5023502Firm CRD# 290771

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jennifer R Akhlaghi · WOODLAND HILLS, CA

Registration

CRD #5023502 · ROOD FINANCIAL, LLC · 19 years registered

Brand Profile

Not yet started

Career History

ROOT FINANCIAL PARTNERS

Feb 2026 – present

GLOBAL FINANCIAL ADVISORY SERVICES, INC.

Dec 2020 – Mar 2024

VALENCIA, CA

ROOD FINANCIAL, LLC

Feb 2018 – Apr 2026

Los Angeles, CA

INDEPENDENT FINANCIAL GROUP, LLC

Jul 2012 – Feb 2018

Woodland Hills, CA

GENWORTH FINANCIAL ADVISERS CORPORATION

Oct 2009 – Jul 2012

ENCINO, CA

CHARLES SCHWAB & CO., INC.

Mar 2007 – Oct 2009

LOS ANGELES, CA

GENWORTH FINANCIAL ADVISERS CORPORATION

Oct 2006 – Mar 2007

WOODLAND HILLS, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · October 11, 2006

Years registered · 19

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ROOD FINANCIAL, LLC

CRD 290771 · SEC 801-112379

AUM

$34M

Regulatory assets under management

Employees

98 client accounts

Services offered by ROOD FINANCIAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ROOD FINANCIAL, LLC →

Introduction

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Frequently Asked Questions

What services does Jennifer R Akhlaghi offer?

Jennifer R Akhlaghi specializes in Financial Planning, Investment Management. Contact their office in WOODLAND HILLS, California for a consultation.

What are Jennifer R Akhlaghi's credentials?

Jennifer R Akhlaghi holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jennifer R Akhlaghi located?

Jennifer R Akhlaghi is based in WOODLAND HILLS, California, working with ROOD FINANCIAL, LLC. Their office serves clients in the WOODLAND HILLS metropolitan area and surrounding communities.

How does Jennifer R Akhlaghi charge for services?

Jennifer R Akhlaghi's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ROOD FINANCIAL, LLC?

ROOD FINANCIAL, LLC has approximately 2 employees and manages $34M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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