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Jared Michael Shaft

Accelerate Retirement

Aliso Viejo, CA

Aliso Viejo, CA

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Current Employers
Accelerate Retirement

120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-03-17
TX RA APPROVED 2024-10-21
  • CA RA
    APPROVED
    Since 2026-03-17
  • TX RA
    APPROVED
    Since 2024-10-21

Branch Locations

120 Vantis Drive Suite 330, Aliso Viejo, CA 92656 • United States

120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Clearing Services, Llc Long Beach CA 07/2017 10/2024
American Golf Corp. Huntington Beach CA 08/2008 Present
No Ka Oi Restaurant Huntington Beach CA 05/2015 11/2016
Perfect Ride Corp. Huntington Beach CA 01/2012 01/2017
California State University Long Beach Long Beach CA 09/2014 05/2017
Accelerate Investment Advisors Llc Aliso Viejo CA 10/2024 Present
  • 07/2017 → 10/2024
    Wells Fargo Clearing Services, Llc
    Long Beach, CA
  • 08/2008 → Present
    American Golf Corp.
    Huntington Beach, CA
  • 05/2015 → 11/2016
    No Ka Oi Restaurant
    Huntington Beach, CA
  • 01/2012 → 01/2017
    Perfect Ride Corp.
    Huntington Beach, CA
  • 09/2014 → 05/2017
    California State University Long Beach
    Long Beach, CA
  • 10/2024 → Present
    Accelerate Investment Advisors Llc
    Aliso Viejo, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-09-07
  • S66 Uniform Combined State Law Examination
    2017-09-07
Other Names
  • Jared Shaft

View on SEC IAPD

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CLARAPHI ADVISORY NETWORK, LLC
WEALTHSPIRE RETIREMENT ADVISORY

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Eric Alexander Davalos
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GARRETT THOMAS WATERS

Other Offices

SANCTUARY ADVISORS, LLC · ALISO VIEJO, CA
SANCTUARY ADVISORS, LLC · ALISO VIEJO, CA
ANCHOR CAPITAL · ALISO VIEJO, CA
EDEN FINANCIAL · ALISO VIEJO, CA
JG WEALTH MANAGEMENT, LLC · ALISO VIEJO, CA
LIFETIME FINANCIAL, INC. · Aliso Viejo, CA
SST BENEFITS CONSULTING · ALISO VIEJO, CA
CLARAPHI ADVISORY NETWORK, LLC · ALISO VIEJO, CA

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