Jared Michael Shaft
Professional Summary
Jared Michael Shaft, who also goes by Jared Shaft, is a registered financial advisor currently at ACCELERATE RETIREMENT located in Aliso Viejo, California. Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jared has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jared Shaft
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
9 years in the financial services industry
Current & Past Employments
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Current Firm
ACCELERATE INVESTMENT ADVISORS LLC | TOTAL BENEFITS CA | TEAL RETIREMENT CONSULTING | SJE RETIREMENT | SAPERS & WALLACK | MOGUL WEALTH STRATEGIES | FRIEDRICH FINANCIAL | FIDUCIARY BENEFITS GROUP | CYPRESS BENEFIT SOLUTIONS | COLLABORATIVE FINANCIAL GROUP | BIGGFINANCIAL | BARFIELD WEALTH MANAGEMENT | AXIAL BENEFITS GROUP | ASSOCIATED BUILDERS AND CONTRACTORS | ALKEME FINANCIAL SERVICES | ACCELERATE RETIREMENT
Contact Information
Main Address
120 Vantis Dr. Suite 330, Aliso Viejo, CA 92656Phone Number
(888) 439-7071# of Employees
40SEC notice filing (25 States and Territories)
Registered to provide investment advisory services in 25 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
905AUM (Assets Under Management)
$315,370,800Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
ACCELERATE INVESTMENT ADVISORS LLC | TOTAL BENEFITS CA | TEAL RETIREMENT CONSULTING | SJE RETIREMENT | SAPERS & WALLACK | MOGUL WEALTH STRATEGIES | FRIEDRICH FINANCIAL | FIDUCIARY BENEFITS GROUP | CYPRESS BENEFIT SOLUTIONS | COLLABORATIVE FINANCIAL GROUP | BIGGFINANCIAL | BARFIELD WEALTH MANAGEMENT | AXIAL BENEFITS GROUP | ASSOCIATED BUILDERS AND CONTRACTORS | ALKEME FINANCIAL SERVICES | ACCELERATE RETIREMENT
State Registrations and Notice Filings
(10/21/2024)
(10/21/2024)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Jared Michael Shaft's CRS (Customer Relationship Summary).
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