Daniel B. Jacob

BEAUMONT FINANCIAL PARTNERS

Needham, MA 02494

Some features on this profile are disabled

CRD#: 2894561

Professional summary

Daniel Bram Jacob is a registered financial advisor currently at BEAUMONT FINANCIAL PARTNERS located in Needham, Massachusetts.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Daniel has worked at 5 firms and has passed the Series 66, Series 63, Series 7 and Series 52 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Daniel Bram Jacob'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

November 14, 2022 - Present

BEAUMONT FINANCIAL PARTNERS

Office #1: 250 1st Avenue, Suite 101, Needham, MA 02494

RIA

CRD#: 322925

Needham, MA

Past

November 22, 2005 - December 9, 2022

BEAUMONT FINANCIAL PARTNERS LLC

RIA

CRD#: 108345

NEEDHAM, MA

Past

May 8, 2000 - September 22, 2005

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

BOSTON, MA

Past

May 12, 1998 - September 22, 2005

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Past

July 15, 1997 - April 21, 1998

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

DETROIT, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BEAUMONT FINANCIAL PARTNERS

BEAUMONT FINANCIAL ADVISORS, LLC | BEAUMONT FINANCIAL PARTNERS

CRD#: 322925 / SEC#: 801-126715

RIA

Registered Investment Advisory firm - (10/26/2022 Approved)

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

Massachusetts
(12/7/2022)

IAR

Texas
(11/14/2022)

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

IAR

Series 66

Date: 4/24/2000

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/24/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/10/1998

General Securities Representative Examination

General Industry/Product Exam

Series 52

Date: 7/14/1997

Municipal Securities Representative Examination

Current Firm

BEAUMONT FINANCIAL PARTNERS

BEAUMONT FINANCIAL ADVISORS, LLC | BEAUMONT FINANCIAL PARTNERS

CRD#: 322925 / SEC#: 801-126715

RIA

Registered Investment Advisory firm - (10/26/2022 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

250 1st Avenue, Suite 101, Needham, MA 02494

Mailing Address

Phone number

(781) 400-2800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (35 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BEAUMONT FORM ADV PART 2A WITH ANNUAL UPDATE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	4,275
AUM (Assets Under Management)	$ 3,377,274,255

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/16/2025	Cover Page	Report
01/02/2025	Cover Page	Report
10/30/2023	Cover Page	Report

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Tamara Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Daniel B. Jacob

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Bram Jacob's CRS (Customer Relationship Summary).

Certified licenses

Experience

BEAUMONT FINANCIAL PARTNERS LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

AMERIPRISE ADVISOR SERVICES, INC.

Primary Firm SEC Registration

BEAUMONT FINANCIAL PARTNERS

State Registrations and Notice Filings

Exams

Series 66

Date: 4/24/2000

Series 63

Date: 7/24/1997

Series 7

Date: 1/10/1998

Series 52

Date: 7/14/1997

Current Firm

BEAUMONT FINANCIAL PARTNERS

Contact information

SEC notice filing (35 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BEAUMONT FINANCIAL PARTNERS

TRUST BUT VERIFY

Similar Advisors