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Daniel Bram Jacob

Beaumont Financial Partners

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About Daniel Bram Jacob

Daniel Bram Jacob is a financial advisor registered in Massachusetts and Texas with Beaumont Financial Partners. Daniel has been in the financial services industry since 1997. Daniel has a Series 7, Series 52, Series 63, and Series 66 license. Daniel's firm specializes in providing financial planning, portfolio management, and credit and cash management solutions.

Firm Information

Daniel Jacob is currently registered with Beaumont Financial Partners. Beaumont Financial Partners is an investment advisor headquartered in NEEDHAM, MA. The firm provides a variety of advisory services, including financial planning, pension consulting, and portfolio management for businesses and individuals. They manage approximately $2.96 billion in assets for a range of clients, including corporations, individuals, charitable organizations, and high-net-worth individuals.
Beaumont Financial Partners

250 1ST AVENUE, SUITE 101

NEEDHAM, MA 02494

$2.96B

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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credit and cash management solutions; and insurance solutions

Credit and cash management solutions; and insurance solutions

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Jacob’s Registration & Firm History

MA

11/14/2022 - Present

Beaumont Financial Partners (NEEDHAM MA)

RI

05/12/1998 - 09/22/2005

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

MI

07/15/1997 - 04/21/1998

OLDE DISCOUNT CORPORATION (DETROIT MI)

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Licenses & Designations

BOTH

Issued 04/24/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/24/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/10/1998

Series 7 - General Securities Representative Examination

BC

Issued 07/14/1997

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Bram Jacob.
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