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Jacob Thomas Beckman

Hauser Retirement Solutions 2 LLC

Cincinnati, OH

Denver, CO

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Current Employers
Hauser Retirement Solutions 2 Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-04-10
OH RA APPROVED 2024-05-05
  • CO RA
    APPROVED
    Since 2025-04-10
  • OH RA
    APPROVED
    Since 2024-05-05

Branch Locations

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

Denver, CO • 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
OrganizationCityStateFromTo
Morgan Stanley Columbus OH 10/2019 04/2024
Morgan Stanley Columbus OH 05/2018 03/2019
Honeywell Intelligrated Mason OH 05/2017 12/2017
Valet Plus Parking Cold Springs KY 01/2015 09/2019
Don Rohlfs Painting Loveland OH 06/2014 05/2017
Hauser Retirement Solutions 2 Cincinnati OH 05/2024 Present
  • 10/2019 → 04/2024
    Morgan Stanley
    Columbus, OH
  • 05/2018 → 03/2019
    Morgan Stanley
    Columbus, OH
  • 05/2017 → 12/2017
    Honeywell Intelligrated
    Mason, OH
  • 01/2015 → 09/2019
    Valet Plus Parking
    Cold Springs, KY
  • 06/2014 → 05/2017
    Don Rohlfs Painting
    Loveland, OH
  • 05/2024 → Present
    Hauser Retirement Solutions 2
    Cincinnati, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-28
  • S66 Uniform Combined State Law Examination
    2019-12-28
Other Names
  • Jake Thomas Beckman

View on SEC IAPD

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QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

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