Taji Jacob
Investment adviser representative at Hauser Retirement Solutions 2 LLC
19 yearsExperience
1 stateRegistered in
$1.2BFirm assets
7 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Hauser Retirement Solutions 2 LLCJan 2025 to now
- Hauser Retirement SolutionsJan 2025 to now
- Newport Group Consulting, LLCMar 2017 to Dec 2024
- Newport Group, Inc.Mar 2017 to Sep 2023
- Interserv, LLCJul 2014 to Mar 2017
- Verisight, Inc.Sep 2007 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (IL).
Hauser Retirement Solutions 2 LLC
$1.2BAssets managed
76Clients
4Advisers
7 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
- 5011397
- Firm CRD
- 299959