Jonathan Bebe is a registered investment advisor at Accelerate Retirement, based in Portland, OR, with 9 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 1,076 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annualized fee is 1.50%. Fees are negotiable on a per-client basis.
Fee Estimator
Location
Portland, OR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jonathan works part-time as a model and actor for Q6 Model and Artist Management since 1994, dedicating minimal time. He also works as a Project Manager for Prosper Portland, an economic development agency, dedicating about 10-20% of his time.
Employment History
Current Registrations
Accelerate Retirement
Previous Registrations
Onedigital
Independent Financial Group, LLCBroker
AXA Advisors, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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