David H. Jasper

BEACON COAST PARTNERS | Managing Director

SAN FRANCISCO, CA 94104

CRD#: 2338980

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Professional summary

David Haas Jasper, who also goes by David H. Jasper, is a registered financial advisor currently at BEACON COAST PARTNERS, LLC located in San Francisco, California.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. David has worked at 5 firms and has passed the Series 63, SIE, Series 3 and Series 7 exams.

Question & Answer

What are your service offerings?

Financial planning

Philanthropic services

Executive services/Equity comp...

Trust & estate planning

Retirement planning

What is your current number of clients?

Under 50

What is your minimum asset requirement?

10M

Are you a "fiduciary"?

Yes

Aliases

David H. Jasper

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Haas Jasper's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 10, 2026 - Present

BEACON COAST PARTNERS, LLC

Office #1: 44 Montgomery Street Suite 3065, San Francisco, CA 94104

RIA

CRD#: 341584

SAN FRANCISCO, CA

Past

October 9, 2003 - June 17, 2026

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

SAN FRANCISCO, CA

Past

October 8, 2003 - June 17, 2026

UBS FINANCIAL SERVICES INC.

CRD#: 8174

SAN FRANCISCO, CA

Past

August 12, 1997 - October 8, 2003

GOLDMAN SACHS & CO. LLC

CRD#: 361

NEW YORK, NY

Past

July 14, 1996 - August 30, 1996

MORGAN STANLEY & CO. LLC

CRD#: 8209

NEW YORK, NY

Past

April 22, 1993 - June 26, 1995

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(6/10/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 11/15/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 9/8/1997

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 4/21/1993

General Securities Representative Examination

Current Firm

BEACON COAST PARTNERS, LLC

BEACON COAST PARTNERS LLC | REMEDY ADVISORS LLC | BEACON COAST PARTNERS, LLC

CRD#: 341584 / SEC#: 801-136306

RIA

Registered Investment Advisory firm - (6/4/2026 120-Day Approval)

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Contact information

Main Address

44 Montgomery Street Suite 3065, San Francisco, CA 94104

Mailing Address

Phone number

(415) 426-7520

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BEACON COAST DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (6/9/2026)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

We're Here To Help

Advisor Monitoring

Firm Stability Insights

David H. Jasper

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Haas Jasper's CRS (Customer Relationship Summary).

Certified licenses

Experience

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

GOLDMAN SACHS & CO. LLC

MORGAN STANLEY & CO. LLC

CREDIT SUISSE SECURITIES (USA) LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 11/15/1993

SIE

Date: 10/1/2018

Series 3

Date: 9/8/1997

Series 7

Date: 4/21/1993

Current Firm

BEACON COAST PARTNERS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

BEACON COAST PARTNERS, LLC

TRUST BUT VERIFY

Contact information

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