Dan Jacob

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Consumer Services

Profile

Mr. Daniel B. Jacob is a Relationship Manager at Beaumont Financial Partners LLC.
He works closely with clients developing and implementing wealth management strategies.
Mr. Jacob entered the financial services business in 1995 as a Financial Consultant with Fidelity Investments’ Private Wealth Management Group.
He earned a BBA (cum laude) in Finance and Operations Management from the Isenberg School of Management at the University of Massachusetts at Amherst, and holds his FINRA Series 65 securities license.

Former positions of Dan Jacob

Companies	Position	End
Beaumont Financial Partners LLC Beaumont Financial Partners LLC Investment ManagersFinance Beaumont employs both technical and fundamental analytics when reviewing securities. The firm has a suite of portfolio allocations (models), with varying risk levels, to use depending on the client’s risk profile. Each allocation starts with the Beaumont Dominant Benefit Theory of Investing, along with Beaumont’s current allocation models, to create a portfolio mix comprised primarily of low-cost index mutual funds and exchange traded funds. These portfolio allocation choices can range from 100% Equity/0% Fixed Income to 0% Equity/100% Fixed Income. Beaumont’s investment committee determines which securities, strategies and weighting for the position is appropriate for client accounts.	Analyst-Equity	-
Fidelity Investments (New York) Fidelity Investments (New York) Investment ManagersFinance Provides financial advisory, retirement planning, securities trading and wealth management services	Corporate Officer/Principal	-

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Linked companies

Private companies	3
University of Massachusetts University of Massachusetts Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Beaumont Financial Partners LLC Beaumont Financial Partners LLC Investment ManagersFinance Beaumont employs both technical and fundamental analytics when reviewing securities. The firm has a suite of portfolio allocations (models), with varying risk levels, to use depending on the client’s risk profile. Each allocation starts with the Beaumont Dominant Benefit Theory of Investing, along with Beaumont’s current allocation models, to create a portfolio mix comprised primarily of low-cost index mutual funds and exchange traded funds. These portfolio allocation choices can range from 100% Equity/0% Fixed Income to 0% Equity/100% Fixed Income. Beaumont’s investment committee determines which securities, strategies and weighting for the position is appropriate for client accounts.	Finance
Fidelity Investments (New York) Fidelity Investments (New York) Investment ManagersFinance Provides financial advisory, retirement planning, securities trading and wealth management services	Finance

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