Jordan Smith

$315M regulatory AUM 562 advisory clients

Reported services (Item 5G)

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

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

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2024-11-08

Branch Locations

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

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

Organization	City	State	From	To
Lyft	Boston	MA	07/2016	09/2016
Cyber Ark Software, Inc.	Newton	MA	01/2017	04/2017
Bryant University	Smithfield	RI	09/2013	05/2017
Unemployed	Wellesley	MA	05/2017	11/2017
Axa Advisors, Llc	New York	NY	11/2017	06/2020
Equitable Advisors, Llc	New York	NY	11/2017	08/2020
John Hancock	Boston	MA	09/2020	04/2022
John Hancock Investment Management Distributors Llc	Boston	MA	09/2020	04/2022
Sapers & Wallack	Newton	MA	05/2022	Present
Lion Street Advisors	Newton	MA	05/2022	10/2024
Lion Street Financial	Newton	MA	05/2022	11/2024
Accelerate Investment Advisors	Newton	MA	10/2024	Present

07/2016 → 09/2016

Lyft

Boston, MA
01/2017 → 04/2017

Cyber Ark Software, Inc.

Newton, MA
09/2013 → 05/2017

Bryant University

Smithfield, RI
05/2017 → 11/2017

Unemployed

Wellesley, MA
11/2017 → 06/2020

Axa Advisors, Llc

New York, NY
11/2017 → 08/2020

Equitable Advisors, Llc

New York, NY
09/2020 → 04/2022

John Hancock

Boston, MA
09/2020 → 04/2022

John Hancock Investment Management Distributors Llc

Boston, MA
05/2022 → Present

Sapers & Wallack

Newton, MA
05/2022 → 10/2024

Lion Street Advisors

Newton, MA
05/2022 → 11/2024

Lion Street Financial

Newton, MA
10/2024 → Present

Accelerate Investment Advisors

Newton, MA

2023-02-27 → 2024-11-15

Lion Street Advisors, Llc

Newton, MA

Austin, TX
2020-10-28 → 2022-05-05

John Hancock Personal Financial Services, Llc

Boston, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-10-21

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