Jacob Thomas Beckman
Investment adviser representative at Hauser Retirement Solutions 2 LLC
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- Hauser Retirement Solutions 2 LLCMay 2024 to now
- Morgan StanleyOct 2019 to Apr 2024
- Morgan StanleyMay 2018 to Mar 2019
- Honeywell IntelligratedMay 2017 to Dec 2017
- Valet Plus ParkingJan 2015 to Sep 2019
- Don Rohlfs PaintingJun 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (CO, OH).
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
- 6937014
- Firm CRD
- 299959