Jackson Beck has been an investment adviser representative at Taurum Retirement Partners since May 2017, and is not listed among the firm’s executive officers or direct owners. Jackson Beck holds a Bachelor of Science in Economics from Utah State University.
Taurum Retirement Partners, LLC is a Mesa, AZ firm with $156M under management, 127 clients and 2 advisers in one office, as of its March 2026 filing.
Jackson T. Beck is Financial Advisor of Taurum Retirement Partners, LLC, based in Mesa, Arizona. He has over 10 years of experience in the investment advisory industry and has worked with the firm since its inception.
- – present · 9 yearsMesa, AZ · Adviser representative · Firm CRD 282017
Professional designations
Listed by Taurum Retirement Partners
- CFP®
Investment adviser representative registrations
Jackson Beck is registered as an investment adviser representative in 2 states. The first approvals date from May 2017; the most recent is Utah, in August 2022.
- ArizonaSince 26 May 2017
- UtahSince 10 August 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 May 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jackson Thomas Beck
- CRD
- 6470399
- Firm
- Taurum Retirement Partners · CRD 282017
- Office
- 1921 S ALMA SCHOOL ROAD SUITE 308, Mesa, AZ 85210
- Registration
- Investment adviser registration
- In the industry since
- May 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- taurumfinancial.com
Where does Jackson Beck work?
Jackson Beck is an investment adviser representative registered through Taurum Retirement Partners, LLC since May 2017, and is not listed among the firm’s executive officers or direct owners.
Is Jackson Beck a financial advisor?
Yes. Jackson Beck has a current investment-adviser registration in Arizona and Utah, through Taurum Retirement Partners since May 2017.
How many years of experience does Jackson Beck have?
Jackson Beck has 9 years in the financial industry, since May 2017, across 1 adviser firm.
What exams has Jackson Beck passed?
Jackson Beck passed the Series 65 in May 2017.
Where is Jackson Beck based?
Jackson Beck’s registered office is in Mesa, AZ.
Is Jackson Beck registered with FINRA?
No. Jackson Beck has no current broker registration.
Is Jackson Beck a CFP?
Taurum Retirement Partners lists Jackson Beck with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Jackson T. Beck, CFP® biography, taurumfinancial.com
How can I verify Jackson Beck’s record?
Search CRD 6470399 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jackson Beck’s full registration record.