Daniel Bram Jacob

Current Employers

Beaumont Financial Partners

250 1St Avenue, Suite 101, Needham, MA 02494 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2022-12-07
TX	RA	APPROVED	2022-11-14

MA RA
APPROVED

Since 2022-12-07
TX RA
APPROVED

Since 2022-11-14

Branch Locations

250 1St Avenue, Suite 101, Needham, MA 02494 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Beaumont Fianancial Partners, Llc	Needham	MA	10/2005	Present
Beaumont Financial Advisors, Llc	Needham	MA	11/2022	Present

10/2005 → Present

Beaumont Fianancial Partners, Llc

Needham, MA
11/2022 → Present

Beaumont Financial Advisors, Llc

Needham, MA

Previous Registrations

2005-11-22 → 2022-12-09

Beaumont Financial Partners Llc

Needham, MA
2000-05-08 → 2005-09-22

Strategic Advisers Llc

Boston, MA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2000-04-24
S63	Uniform Securities Agent State Law Examination	1997-07-24

S66 Uniform Combined State Law Examination

2000-04-24
S63 Uniform Securities Agent State Law Examination

1997-07-24

View on SEC IAPD

Current Employers

Beaumont Financial Partners

Disclosures

Employment History

Previous Registrations

Exams

Other Firms

Other Investors

Other Offices

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