Jeffery T. Sutton

ACCELERATE RETIREMENT

Burlington, MA 01803

Some features on this profile are disabled

CRD#: 2686107

Professional summary

Jeffery Todd Sutton, AIF®, CFP® is a registered financial advisor currently at ACCELERATE RETIREMENT located in Burlington, Massachusetts.

Jeffery is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Jeffery has worked at 7 firms and has passed the Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Retirement Plan Advisor DBA Axial Benefits Group; as of 4/15/2024; 100% of time spent during business hours; Conducted at branch location; Investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffery Todd Sutton's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Experience

Current

October 6, 2025 - Present

ACCELERATE RETIREMENT

Office #1: 1 Van De Graaff Drive Suite 501, Burlington, MA 01803

RIA

CRD#: 325859

Burlington, MA

Past

August 2, 2018 - October 2, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

BURLINGTON, MA

Past

August 2, 2018 - October 2, 2025

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

BURLINGTON, MA

Past

October 26, 2012 - May 14, 2018

DONEGAL INVESTMENT ADVISORS, INC.

RIA

CRD#: 165198

WELLESLEY, MA

Past

February 4, 2004 - November 30, 2018

DONEGAL SECURITIES, INC.

CRD#: 128447

WELLESLEY, MA

Past

June 27, 2002 - January 23, 2004

DOMINARI SECURITIES LLC

CRD#: 18975

NEW YORK, NY

Past

July 15, 1999 - August 1, 2002

EPSILON MANAGEMENT SERVICES, INC.

CRD#: 30416

WELLESLEY, MA

Past

November 29, 1995 - May 16, 1997

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ACCELERATE RETIREMENT

CRD#: 325859 / SEC#: 801-127772

RIA

Registered Investment Advisory firm - (4/28/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(10/6/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 12/6/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/22/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 11/28/1995

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ACCELERATE RETIREMENT

CRD#: 325859 / SEC#: 801-127772

RIA

Registered Investment Advisory firm - (4/28/2023 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656

Mailing Address

Phone number

(888) 439-7071

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ACCELERATE INVESTMENT ADVISORS ADV 2A 05.12.2025 (5/12/2025)

Regulatory assets under management

Total Number of Accounts	704
AUM (Assets Under Management)	$ 242,848,720

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Tamara Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jeffery T. Sutton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffery Todd Sutton's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

DONEGAL INVESTMENT ADVISORS, INC.

DONEGAL SECURITIES, INC.

DOMINARI SECURITIES LLC

EPSILON MANAGEMENT SERVICES, INC.

NEW ENGLAND SECURITIES

Primary Firm SEC Registration

ACCELERATE RETIREMENT

State Registrations and Notice Filings

Exams

Series 63

Date: 12/6/1995

Series 7TO

Date: 3/22/2019

SIE

Date: 10/1/2018

Series 6

Date: 11/28/1995

Current Firm

ACCELERATE RETIREMENT

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ACCELERATE RETIREMENT

TRUST BUT VERIFY

Similar Advisors