Jared Klapman, financial advisor Needham MA

Jared Klapman

CRD Number: 6752873
Current Firm: Beaumont Capital Management, LLC

Jared Klapman (CRD# 6752873) is an Investment Advisor Representative working at Beaumont Capital Management, LLC in Needham, MA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Ceros Financial Services, Inc. Rockville, MD Feb 2021 - Current < 1
Beaumont Capital Management, LLC Needham, MA Feb 2020 - Current 1
Unemployed Abington, MA Nov 2019 - Jan 2020 < 1
Longboard Asset Management, LP Phoenix, AZ Mar 2018 - Nov 2019 1
Unemployeed Boston, MA Aug 2017 - Feb 2018 < 1
Pioneer Investments Boston, MA Jan 2017 - Jul 2017 < 1
Suffolk University Boston, MA Sep 2015 - May 2017 1
Sleepbox, Inc. Boston, MA Jan 2017 - Apr 2017 < 1
Search Fund Accelerator Boston, MA Jun 2016 - Aug 2016 < 1
State Street Boston, MA Dec 2014 - Sep 2015 < 1
Bunker-hill Community College Boston, MA Jan 2014 - May 2015 1
Nutraclick Boston, MA Oct 2014 - Jan 2015 < 1
N/a Brockton, MA Sep 2013 - Dec 2014 1
Massasoit Community College Brockton, MA Sep 2012 - Aug 2013 < 1
N/a Solisbury, MA May 2011 - Aug 2012 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2018
S63 Uniform Securities State Law Examination Dec 2019
Contact Info for Jared A. Klapman
Phone Number: 888-777-0535
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    110
    MILLIONS
  • Total Number of Accounts
    364
    ACCOUNTS
  • Average Account Value
    $301,718
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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