Daniel Bram Jacob
Investment adviser representative at Beaumont Financial Partners
21 yearsExperience
2 statesRegistered in
$3.8BFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Beaumont Financial PartnersNov 2022 to now
- Beaumont Financial Advisors, LLCNov 2022 to now
- Beaumont Fianancial Partners, LLCOct 2005 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Beaumont Financial Partners
Legal name: Beaumont Financial Advisors, LLC
$3.8BAssets managed
1,910Clients
16Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2894561
- Firm CRD
- 322925