Jacob
Beckman

Hauser Retirement Solutions 2 LLC

CRD#6937014
Investment Advisor
in Columbus, OH

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About this Advisor

Jacob Beckman is a financial advisor based in Columbus, Ohio, working with Hauser Retirement Solutions 2 LLC. Jacob has previously held positions at Morgan Stanley, Honeywell Intelligrated, Valet Plus Parking, Don Rohlfs Painting, St. Xavier High School, St. Margaret Of York, and Hauser Retirement Solutions 2. Jacob has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Jacob is part of Hauser Retirement Solutions 2 LLC, which operates out of Columbus, Ohio. The firm has 7 employees and manages assets totaling $965.7 million. The services offered by the firm include pension consulting services and educational seminars. The fee structure at Hauser Retirement Solutions 2 LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Columbus, OH

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Hauser Retirement Solutions 2 LLC Brokerage Details

Total Assets Under Management

$965,737,685

OH Average: $2,106,341,625
Total Number of Employees

7

OH Average: 34
Total Number of Accounts

89

OH Average: 1,972
Average Account Size

$10,850,985

OH Average: $1,068,125

Investment Advisory Services

  • Pension consulting services
  • Educational seminars/workshops

Jacob Beckman Work History

2024 - Present (1 year)

Hauser Retirement Solutions 2

2019 - 2024 (5 years)

Morgan Stanley

2018 - 2019 (1 year)

Morgan Stanley

2017 - 2017 (< 1 year)

Honeywell Intelligrated

2015 - 2019 (4 years)

Valet Plus Parking

2014 - 2017 (3 years)

Don Rohlfs Painting

2011 - 2015 (4 years)

St. Xavier High School

2009 - 2015 (6 years)

St. Margaret Of York

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Disclosures

Please visit the SEC profile of Jacob Beckman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hauser Retirement Solutions 2 LLC

Emily Tubesing
Cincinnati, OH
Martha Allman
Cincinnati, OH
Jacob Beckman
Columbus, OH
Jessica Singer
Apex, NC

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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