Taji Jacob

Employer firm

Hauser Retirement Solutions 2 LLC CRD 299959

$1.21B regulatory AUM

Reported services (Item 5G)

Pension consulting
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Hauser Retirement Solutions 2 Llc

5905 E Galbraith Rd, Suite 9000, Cincinnati, OH 45236 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2025-01-21

IL RA
APPROVED

Since 2025-01-21

Branch Locations

Chicago, IL • United States

5905 E Galbraith Rd, Suite 9000, Cincinnati, OH 45236 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

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

Employment History

Organization	City	State	From	To
Interserv, Llc	Mobile	AL	07/2014	03/2017
Verisight, Inc.	Chicago	IL	09/2007	03/2017
Newport Group Consulting, Llc	Lake Mary	FL	03/2017	12/2024
Newport Group, Inc.	Dresher	PA	03/2017	09/2023
Hauser Retirement Solutions	Cincinnati	OH	01/2025	Present

07/2014 → 03/2017

Interserv, Llc

Mobile, AL
09/2007 → 03/2017

Verisight, Inc.

Chicago, IL
03/2017 → 12/2024

Newport Group Consulting, Llc

Lake Mary, FL
03/2017 → 09/2023

Newport Group, Inc.

Dresher, PA
01/2025 → Present

Hauser Retirement Solutions

Cincinnati, OH

Previous Registrations

2014-07-23 → 2024-12-26

Newport Group Consulting, Llc

Lake Mary, FL

Chicago, IL

Chicago, IL
2008-01-30 → 2012-12-31

Advisory Consulting Group Llc

Alameda, CA

Other Businesses

Football Travel and Tailgate, 1515 S Prairie Ave, Unit 805; Chicago, IL 60605, affiliate marketing/eCommerce, commissions earned through affiliate links, 0-10 hrs/mo

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-12-09

S66 Uniform Combined State Law Examination

2006-12-09

View on SEC IAPD