Jeffery Todd Sutton
Investment adviser representative at Accelerate Retirement
28 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$315.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
28 years in the industry.
- Accelerate RetirementOct 2025 to now
- Accelerate Investment AdvisorsOct 2025 to now
- Alkeme Financial Services LLCApr 2024 to now
- Commonwealth Financial NetworkJul 2018 to Oct 2025
- Donegal Investment Advisors, Inc.Aug 2012 to May 2018
- Donegal Insurance Agency, Inc.Apr 2004 to Jan 2019
- Donegal Securities, Inc.Jan 2004 to Jan 2019
- The Kraematon Group, IncOct 1998 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 1 state (MA).
Accelerate Retirement
Legal name: Accelerate Investment Advisors LLC
$315.4MAssets managed
1,076Clients
31Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2686107
- Firm CRD
- 325859