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Jared Albert Klapman

Beaumont Capital Management, LLC

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About Jared Albert Klapman

Jared Albert Klapman is an Investment Advisor Representative with Beaumont Capital Management, LLC. Jared has been in the financial industry for over 6 years and has worked at various firms including Ceros Financial Services, Inc. Jared is registered to provide investment advice in Arizona and Massachusetts and has passed the Series 63, 65 and SIE exams. Jared is a regional investment consultant and focuses on providing financial advice to businesses and individuals. Jared’s expertise includes providing advice on portfolio construction, capital markets expectations, and practice management. He also assists with identifying potential clients and presenting products or plans to attract new business. Jared is committed to providing his clients with exceptional customer service and financial advice. He has a passion for helping individuals and businesses achieve their financial goals.

Firm Information

Jared Klapman is currently registered with Beaumont Capital Management, LLC. Beaumont Capital Management, LLC is a Boston, MA-based investment advisor with approximately $152.7 million in regulatory assets under management. They provide portfolio management services for businesses and individuals, as well as other advisory services. The firm specializes in wrap programs/model management/sub-advisor services and has a strong focus on serving other investment advisors, state or municipal government entities, and insurance companies.
Beaumont Capital Management, LLC

125 NEWBURY ST

BOSTON, MA 02116

$152.73M

Assets Under Management

Not reported

Total Clients

9

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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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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wrap program/model manager/sub-advisor

Wrap program/model manager/sub-advisor

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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percentage of assets

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

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other

Wrap manager and sub-advisor

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Jared Klapman’s Registration & Firm History

MA

02/25/2020 - Present

Beaumont Capital Management, LLC (BOSTON MA)

MD

04/13/2021 - 06/17/2024

CEROS FINANCIAL SERVICES, INC. (ROCKVILLE MD)

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Licenses & Designations

BC

Issued 12/06/2019

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/07/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/13/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/08/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jared Albert Klapman.
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