John Mcquade Cole

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

• 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

• 2022-01-25 → 2024-11-15
  Lion Street Advisors, Llc
  Newton, MA
  Austin, TX
• 2021-01-13 → 2022-01-03
  John Hancock Investment Management Llc
  Boston, MA
• 2018-05-03 → 2021-01-09
  John Hancock Personal Financial Services, Llc
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2018-05-01
• S63 Uniform Securities Agent State Law Examination
  2016-10-04

Other Names

• Jake Cole