Jeffrey Ashford has been Chief Investment Officer of Access Financial Resources since December 2024, is a control person of the firm and directly owns under 5% of it. Jeffrey Ashford studied at Oklahoma City University.
Access Financial Resources Inc. is an Oklahoma City, OK firm with $411M under management, 644 clients and 7 advisers in one office, as of its April 2026 filing.
Jeff Ashford is Head of Trading, Financial Advisor and Shareholder of Access Financial Resources, Inc. He owned and operated a small business for 28 years. He served as president of the Central Oklahoma chapter of the Financial Planning Association in 2005 and 2008 and has served on the board of the Jumpstart Coalition for Personal Financial Literacy.
- – present · 21 yearsOklahoma City, OK · Adviser representative · Firm CRD 109495
Professional designations
Listed by Access Financial Resources
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jeffrey Ashford is registered as an investment adviser representative in 2 states. The first approvals date from September 2005; the most recent is Texas, in January 2021.
- OklahomaSince 20 September 2005
- TexasSince 28 January 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 September 2005 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jeffrey Allan Ashford
- CRD
- 5020302
- Firm
- Access Financial Resources · CRD 109495
- Role
- Chief Investment Officer
- Office
- 3621 NW 63RD, SUITE A-1, Oklahoma City, OK 73116
- Registration
- Investment adviser registration
- In the industry since
- September 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- afradvice.com
Where does Jeffrey Ashford work?
Jeffrey Ashford has been Chief Investment Officer of Access Financial Resources Inc. since December 2024, and is a control person of the firm.
Is Jeffrey Ashford a financial advisor?
Yes. Jeffrey Ashford has a current investment-adviser registration in Oklahoma and Texas, through Access Financial Resources since September 2005.
How many years of experience does Jeffrey Ashford have?
Jeffrey Ashford has 21 years in the financial industry, since September 2005, across 1 adviser firm.
What exams has Jeffrey Ashford passed?
Jeffrey Ashford passed the Series 65 in September 2005.
Where is Jeffrey Ashford based?
Jeffrey Ashford’s registered office is in Oklahoma City, OK.
Is Jeffrey Ashford registered with FINRA?
No. Jeffrey Ashford has no current broker registration.
Is Jeffrey Ashford a CFP?
Access Financial Resources lists Jeffrey Ashford with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jeffrey Ashford’s record?
Search CRD 5020302 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Ashford’s full registration record.
