Investment adviser representative · Beaumont Financial Partners

Daniel B. Jacob

CRD 2894561 · Needham, MA

At a glance

Daniel B. Jacob is an investment adviser representative with Beaumont Financial Partners in Needham, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Daniel’s SEC record dates to 2000, about 26 years ago.

Current advisory firm

Beaumont Financial PartnersSince November 2022Needham, MA · $3.8B in regulatory assets

SEC adviser record

Registered since: 2000 (26 years)
Designations: None on file
Exams: Series 63, Series 66
Registered in: 2 states
Also a broker representative: No
Disclosures on record: Yes, see the SEC record

AtlasMembers

Daniel’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: 2 firmsLocked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.

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