JK
Jared A. Klapman
ALGORITHMIC INVESTMENT MODELS
Boston, MA 02116
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CRD#: 6752873
JK
Professional summary
Jared Albert Klapman, CIMA® is a registered financial advisor currently at ALGORITHMIC INVESTMENT MODELS located in Boston, Massachusetts.
Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jared has worked at 3 firms and has passed the Series 63, Series 65, Series 6TO and SIE 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.
(1) Employee at Beaumont Capital Mgmt, LLC, Investment Related, Regional Investment Consultant, Start date 2/3/20, 160 hrs per month, 0 hrs per mo during trading hrs, 0% percent ownership, compensation commission, consult with financial advisors on BCM investment products, assist with capital markets expectations, portfolio construction, and practice management through phone, email, and meetings. (2) 2/2021 Ceros Financial Services, Inc.; Registered Representative/Independent Contractor; Investment Related Rockville, Maryland; Broker Dealer; 168 hrs per month, 136.5 hrs per mo during trading hrs, Provide customer service support to customers by answering questions about products or services offered by the company. Identify potential clients within an assigned territory who could use the products or plans being offered by the company. Present products or plans to potential clients in order to attract new business or increase sales of existing products or plans. Conduct market research to identify potential clients within an assigned territory.
CRS (Client Relationship Summary) - RIA
Click below to view Jared Albert Klapman'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®
Experience
Current
February 25, 2020 - Present
ALGORITHMIC INVESTMENT MODELS
Office #1: 125 Newbury St 4th Floor, Boston, MA 02116RIA
CRD#: 306354
Boston, MA
Past
April 13, 2021 - June 17, 2024
CEROS FINANCIAL SERVICES, INC.
BD
CRD#: 37869
ROCKVILLE, MD
Past
June 20, 2018 - November 4, 2019
LONGBOARD ASSET MANAGEMENT
RIA
CRD#: 155617
PHOENIX, AZ
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".
AI
ALGORITHMIC INVESTMENT MODELS
ALGORITHMIC INVESTMENT MODELS | BEAUMONT CAPITAL MANAGEMENT, LLC | ALGORITHMIC INVESTMENT MODELS, LLC
CRD#: 306354 / SEC#: 801-117772
RIA
Registered Investment Advisory firm - (1/2/2020 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
Arizona(2/10/2023)
IAR
Massachusetts(2/25/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 4/13/2021
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
Current Firm
AI
ALGORITHMIC INVESTMENT MODELS
ALGORITHMIC INVESTMENT MODELS | BEAUMONT CAPITAL MANAGEMENT, LLC | ALGORITHMIC INVESTMENT MODELS, LLC
CRD#: 306354 / SEC#: 801-117772
RIA
Registered Investment Advisory firm - (1/2/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
125 Newbury St 4th Floor, Boston, MA 02116
Mailing Address
Phone number
(888) 777-0535
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 289 |
| AUM (Assets Under Management) | $ 156,927,853 |
Red Flags
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Company Information
ALGORITHMIC INVESTMENT MODELS
CRD#: 306354Boston, MA 02116TRUST BUT VERIFY
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