Unclaimed Profile

Jared Albert Klapman

BEAUMONT CAPITAL MANAGEMENT, LLC·BOSTON, Massachusetts

SIE, Series 6TO, Series 63, Series 65CFPClean record8 years registeredBEAUMONT CAPITAL MANAGEMENT, LLC

125 NEWBURY ST, BOSTON, MA 02116CRD# 6752873Firm CRD# 306354

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jared Albert Klapman · BOSTON, MA

Registration

CRD #6752873 · BEAUMONT CAPITAL MANAGEMENT, LLC · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BEAUMONT CAPITAL MANAGEMENT, LLC

ALGORITHMIC INVESTMENT MODELS

Feb 2020 – Apr 2026

BOSTON, MA

LONGBOARD ASSET MANAGEMENT

Jun 2018 – Nov 2019

PHOENIX, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 6TO

Series 63

Series 65

Registration record

First registered · June 20, 2018

Years registered · 8

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BEAUMONT CAPITAL MANAGEMENT, LLC

CRD 306354 · SEC 801-117772

AUM

$153M

Regulatory assets under management

Employees

302 client accounts

Services offered by BEAUMONT CAPITAL MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at BEAUMONT CAPITAL MANAGEMENT, LLC →

Introduction

Speak with Jared

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jared is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BOSTON?

Browse all registered financial advisors in BOSTON, Massachusetts or claim this profile if it's yours.

Browse BOSTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jared Albert Klapman offer?

Jared Albert Klapman specializes in Investment Management, Wealth Management.

What are Jared Albert Klapman's credentials?

Jared Albert Klapman holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jared Albert Klapman located?

Jared Albert Klapman is based in BOSTON, Massachusetts, last registered with BEAUMONT CAPITAL MANAGEMENT, LLC.

How does Jared Albert Klapman charge for services?

Jared Albert Klapman's firm is compensated through percentage of aum, other: wrap manager and sub-advisor. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BEAUMONT CAPITAL MANAGEMENT, LLC?

BEAUMONT CAPITAL MANAGEMENT, LLC has approximately 10 employees and manages $153M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →