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John Mcquade Cole

Accelerate Retirement

Aliso Viejo, CA

Newton, MA

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Current Employers
Accelerate Retirement

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-10-29
  • MA RA
    APPROVED
    Since 2024-10-29

Branch Locations

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

313 Washington Street Suite 308, Newton, MA 02458 • 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
John Hancock Funds Llc Boston MA 07/2017 12/2021
John Hancock Boston MA 07/2017 12/2021
Oakley Country Club Watertown MA 05/2007 06/2017
Lion Street Financial Newton MA 01/2022 11/2024
Lion Street Advisors Newton MA 01/2022 10/2024
Accelerate Investment Advisors Newton MA 10/2024 Present
Sapers & Wallack Newton MA 01/2022 Present
  • 07/2017 → 12/2021
    John Hancock Funds Llc
    Boston, MA
  • 07/2017 → 12/2021
    John Hancock
    Boston, MA
  • 05/2007 → 06/2017
    Oakley Country Club
    Watertown, MA
  • 01/2022 → 11/2024
    Lion Street Financial
    Newton, MA
  • 01/2022 → 10/2024
    Lion Street Advisors
    Newton, MA
  • 10/2024 → Present
    Accelerate Investment Advisors
    Newton, MA
  • 01/2022 → Present
    Sapers & Wallack
    Newton, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-05-01
S63 Uniform Securities Agent State Law Examination 2016-10-04
  • S66 Uniform Combined State Law Examination
    2018-05-01
  • S63 Uniform Securities Agent State Law Examination
    2016-10-04
Other Names
  • Jake Cole

View on SEC IAPD

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LIFETIME FINANCIAL, INC.
SST BENEFITS CONSULTING
CLARAPHI ADVISORY NETWORK, LLC
WEALTHSPIRE RETIREMENT ADVISORY

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LUKE ROY MCKELVY
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William A Schellenberg
Jay Tamkoc
ANNA THERESE WALTERS
Eric Alexander Davalos
John Kincannon
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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