Jacob Thomas Beckman
Investment Adviser Representative at Hauser Retirement Solutions 2 LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jacob Thomas Beckman is an investment adviser representative with Hauser Retirement Solutions 2 LLC in Denver, CO, where they have been registered since 2024. They have worked in the securities industry since 2019 and were previously registered with Morgan Stanley. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Colorado and Ohio.
Registrations & licenses
- Investment adviser:
- Colorado, Ohio
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Morgan StanleyOct 2019 – Apr 2024Columbus, OH
- Morgan StanleyMay 2018 – Mar 2019Columbus, OH
- Honeywell IntelligratedMay 2017 – Dec 2017Mason, OH
- Valet Plus ParkingJan 2015 – Sep 2019Cold Springs, KY
- Don Rohlfs PaintingJun 2014 – May 2017Loveland, OH
- Hauser Retirement Solutions 2May 2024 – no end date reportedCincinnati, OH
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Hauser Retirement Solutions 2 LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Denver, CO
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jacob Thomas Beckman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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