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Jordan Smith

Accelerate Retirement

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About Jordan Smith

Jordan Smith is an Investment Advisor Representative with Accelerate Retirement. Jordan has been in the financial services industry since 2018 and is licensed in Massachusetts. Jordan has experience in various financial industries including working at John Hancock Investment Management Distributors LLC, Equitable Advisors, LLC, and Sapers & Wallack. Jordan specializes in financial planning, pension consulting, and portfolio management for businesses and individuals.

Firm Information

Jordan Smith is currently registered with Accelerate Retirement. Accelerate Retirement is a financial advisory firm located in Aliso Viejo, CA. They specialize in providing retirement planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and pension plans. They have a team of experienced financial advisors with over 26 years of experience. They manage over $242 million in assets for a wide range of clients, including individuals, businesses, and pension plans.
Accelerate Retirement

120 VANTIS DR., SUITE 330

ALISO VIEJO, CA 92656

$242.85M

Assets Under Management

530

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jordan Smith’s Registration & Firm History

MA

11/08/2024 - Present

Accelerate Retirement (Newton MA)

MA

09/23/2020 - 05/05/2022

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC (BOSTON MA)

MA

11/28/2017 - 09/11/2020

EQUITABLE ADVISORS, LLC (WELLESLEY MA)

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Licenses & Designations

BOTH

Issued 10/21/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/28/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jordan Smith.
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