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TJ

Taji Jacob

HAUSER RETIREMENT SOLUTIONS 2 LLC
Chicago, IL
Some features on this profile are disabled
CRD#: 5011397
TJ

Professional summary

Taji Jacob is a registered financial advisor currently at HAUSER RETIREMENT SOLUTIONS 2 LLC located in Chicago, Illinois.

Taji is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Taji has worked at 4 firms and has passed the Series 66 and Series 7 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 Taji Jacob's 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

January 21, 2025 - Present

HAUSER RETIREMENT SOLUTIONS 2 LLC

RIA
CRD#: 299959
Chicago, IL
Past

July 23, 2014 - December 26, 2024

NEWPORT GROUP CONSULTING, LLC

RIA
CRD#: 140944
Chicago, IL
Past

January 30, 2008 - December 31, 2012

ADVISORY CONSULTING GROUP LLC

RIA
CRD#: 142666
ALAMEDA, CA
Past

May 25, 2006 - March 21, 2007

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
CHICAGO, IL

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".
HR
HAUSER RETIREMENT SOLUTIONS 2 LLC
HAUSER RETIREMENT SOLUTIONS 2 LLC

CRD#: 299959 / SEC#: 801-117147

RIA
Registered Investment Advisory firm - (8/15/2019 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
Illinois
(1/21/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/9/2006
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 5/24/2006
General Securities Representative Examination

Current Firm

HR
HAUSER RETIREMENT SOLUTIONS 2 LLC
HAUSER RETIREMENT SOLUTIONS 2 LLC

CRD#: 299959 / SEC#: 801-117147

RIA
Registered Investment Advisory firm - (8/15/2019 Approved)
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Contact information

Main Address
5905 E Galbraith Rd, Suite 9000, Cincinnati, OH 45236
Mailing Address
Phone number
(513) 745-9200
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (14 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Latest Form ADV

Part 2 Brochures

HRS 2 ADV PART 2A BROCHURE 02 2025 (2/19/2025)

Regulatory assets under management

Total Number of Accounts92
AUM (Assets Under Management)$ 1,170,397,205

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.

Company Information

HAUSER RETIREMENT SOLUTIONS 2 LLC

CRD#: 299959Chicago, IL

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