JB
Jonathan J. Bebe
ACCELERATE RETIREMENT
Portland, OR
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CRD#: 6432091
JB
Professional summary
Jonathan Joseph Bebe, who also goes by Jon Bebe, Jonathan Bebe, is a registered financial advisor currently at ACCELERATE RETIREMENT located in Portland, Oregon.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jonathan has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jon Bebe | Jonathan Bebe
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.
(1) Part-time model and actor for Q6 Model and Artist Management since 1994. Non-investment related. Less than 2 hours monthly. Business conducted at 1028 SE Water Ave., Portland, OR; (2) Project Manager for Prosper Portland, an economic development agency for the city of Portland; 220 NW 2nd Ave, Suite 220, Portland, OR 97209; Start Date of 02.18.2025 with approximately 60 hours spent on activity and hours spent are during market hours. Not investment related. Position works as small business liaison for business owners to access the resources from the city of Portland.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Joseph Bebe's 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®
NoneExperience
Current
February 7, 2025 - Present
ACCELERATE RETIREMENT
RIA
CRD#: 325859
Portland, OR
Past
March 4, 2019 - April 8, 2025
ONEDIGITAL
RIA
CRD#: 106766
Portland, OR
Past
February 13, 2017 - December 6, 2017
INDEPENDENT FINANCIAL GROUP, LLC
BD
CRD#: 7717
Gearhart, OR
Past
July 7, 2015 - February 17, 2017
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
PORTLAND, OR
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".
AR
ACCELERATE RETIREMENT
ACCELERATE INVESTMENT ADVISORS LLC | TOTAL BENEFITS CA | SJE RETIREMENT | SAPERS & WALLACK | OMNI 360 RETIREMENT CONSULTING | MOGUL WEALTH STRATEGIES | FRIEDRICH FINANCIAL | FIDUCIARY BENEFITS GROUP | CYPRESS BENEFIT SOLUTIONS | COLLABORATIVE FINANCIAL GROUP | AXIAL BENEFITS GROUP | ASSOCIATED BUILDERS AND CONTRACTORS | ALKEME FINANCIAL SERVICES | 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
Oregon(4/8/2025)
IAR
Washington(2/7/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AR
ACCELERATE RETIREMENT
ACCELERATE INVESTMENT ADVISORS LLC | TOTAL BENEFITS CA | SJE RETIREMENT | SAPERS & WALLACK | OMNI 360 RETIREMENT CONSULTING | MOGUL WEALTH STRATEGIES | FRIEDRICH FINANCIAL | FIDUCIARY BENEFITS GROUP | CYPRESS BENEFIT SOLUTIONS | COLLABORATIVE FINANCIAL GROUP | AXIAL BENEFITS GROUP | ASSOCIATED BUILDERS AND CONTRACTORS | ALKEME FINANCIAL SERVICES | ACCELERATE RETIREMENT
CRD#: 325859 / SEC#: 801-127772
RIA
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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
39
SEC notice filing (22 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 704 |
| AUM (Assets Under Management) | $ 242,848,720 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
