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Barron Akins, portrait

Barron Akins

Investment adviser representative at Oakworth Asset Management in Charlotte, NC

Investment adviser registrationUpdated

Barron Akins is an investment adviser representative at Oakworth Asset Management, LLC, an investment adviser managing $846M, and works from its Charlotte, NC office. Barron Akins has been registered through Oakworth Asset Management since 16 February 2026, has 9 years in the industry across 3 firms and has passed the Series 7 and Series 66.

9
Years in industry
0
Years at firm
3
Adviser firms
1
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Barron Akins has been an investment adviser representative at Oakworth Asset Management since February 2026, and is not listed among the firm’s executive officers or direct owners. Barron Akins holds a Bachelor of Science in Economics from Florida State University and a Master of Business Administration from the University of Central Florida.

Oakworth Asset Management, LLC is a Birmingham, AL firm with $846M under management, 565 clients and 19 advisers across 4 offices, as of its March 2026 filing.

Barron Akins is Client Advisor, Wealth Management at Oakworth in the Central Carolinas. He has more than a decade of experience advising high-net-worth individuals, families and business owners, and in his role at Oakworth works on integrating investment management, banking, credit, liquidity and estate planning considerations. Before joining Oakworth he was a vice president and private banking advisor at J.P. Morgan Private Bank, and he previously held senior advisory and strategy roles at Merrill Lynch/Bank of America and Truist.

Barron Akins’ longest registration was 7 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2015–2022). Before joining Oakworth Asset Management in 2026, Barron Akins was registered through J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

  1. – present · under a year
    Charlotte, NC · Adviser representative · Firm CRD 335388
  2. J.P. Morgan Securities LLC
    – · 1 year
    Charlotte, NC · Adviser representative · Firm CRD 79
  3. Merrill Lynch, Pierce, Fenner & Smith Incorporated
    – · 7 years
    Ponte Vedra Beach, FL · Adviser representative · Firm CRD 7691

Credentials and registrations

Investment adviser representative registrations

Barron Akins is registered as an investment adviser representative in North Carolina, since February 2026.

  • North CarolinaSince 16 February 2026

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 6618 February 2015
Name
Uniform Combined State Law Examination
Series 72 January 2015
Name
General Securities Representative Examination

Key facts

Full name
Barron Belvin Akins
CRD
6343095
Firm
Oakworth Asset Management · CRD 335388
Office
6000 Fairview Rd., Ste. 125, Charlotte, NC 28210
Registration
Investment adviser registration
In the industry since
November 2016
Disciplinary history
Not yet shown here · SEC record
Firm bio
oakworth.com

Common questions

Where does Barron Akins work?

Barron Akins is an investment adviser representative registered through Oakworth Asset Management, LLC since February 2026, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Barron Akins a financial advisor?

Yes. Barron Akins has a current investment-adviser registration in North Carolina, through Oakworth Asset Management since February 2026.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Barron Akins have?

Barron Akins has 9 years in the financial industry, since November 2016, across 3 adviser firms.

Source: IAPD individual record, checked 24 October 2026

What exams has Barron Akins passed?

Barron Akins has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in January 2015. FINRA credited Barron Akins with the SIE, which began in October 2018.

Source: IAPD individual record, checked 24 October 2026

Where did Barron Akins work before Oakworth Asset Management?

Before Oakworth Asset Management, Barron Akins was registered through J.P. Morgan Securities LLC, June 2024 to January 2026; Merrill Lynch, Pierce, Fenner & Smith Incorporated, February 2015 to September 2022.

Source: IAPD individual record, checked 24 October 2026

Where is Barron Akins based?

Barron Akins’ registered office is in Charlotte, NC.

Source: IAPD individual record, checked 24 October 2026

Is Barron Akins registered with FINRA?

No. Barron Akins has no current broker registration.

Source: IAPD individual record, checked 24 October 2026

How can I verify Barron Akins’ record?

Search CRD 6343095 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Barron Akins’ full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at Oakworth Asset Management

Sources

  1. IAPD individual record, CRD 6343095, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Oakworth Asset Management, LLC, filed 27 March 2026. Executive officers and direct owners; this person is not among them.
  3. Oakworth Asset Management team page. Biography, education, credentials, awards and the portrait, reproduced for identification.