Jeffery Todd Sutton

Employer firm

Accelerate Retirement CRD 325859

$315M regulatory AUM 562 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/1998 → 11/2018
  The Kraematon Group, Inc
  Wellesley, MA
• 01/2004 → 01/2019
  Donegal Securities, Inc.
  Wellesley, MA
• 04/2004 → 01/2019
  Donegal Insurance Agency, Inc.
  Wellesley, MA
• 08/2012 → 05/2018
  Donegal Investment Advisors, Inc.
  Wellesley, MA
• 07/2018 → 10/2025
  Commonwealth Financial Network
  Waltham, MA
• 10/2025 → Present
  Accelerate Investment Advisors
  Aliso Viejo, CA
• 04/2024 → Present
  Alkeme Financial Services Llc
  Burlington, MA

Previous Registrations

• 2018-08-02 → 2025-10-02
  Commonwealth Financial Network
  Wellesley, MA
  Burlington, MA
  Burlington, MA
  Burlington, MA
• 2012-10-26 → 2018-05-14
  Donegal Investment Advisors, Inc.
  Wellesley, MA

Other Businesses

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.

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-12-06

Designations

• Certified Financial Planner