COVID-19 Update: Beaird Harris has shifted a significant number of our team members to work remotely.
We continue to serve and care for our clients, just as we always have, and are available by phone, video or email.

Beaird Harris is closed Wednesday, February 1st due to inclement weather. 
During this time our team will be fully available via phone or email should you need assistance. 

Beaird Harris will be closed Wednesday, November 23rd (at noon) through Friday, November 25th in observance of the Thanksgiving holiday. 
We’ll reopen on Monday, November 28th at 8:30am. 

Beaird Harris will be closed Friday, December 2nd for our annual Christmas celebration. We will reopen on Monday, December 5th at 8:30am. 

Beaird Harris will be closed Monday, January 2nd in observance of the New Year. 

Press Release

Beaird Harris Welcomes Jacob King to its Team of Shareholders

Jacob King is a Senior Financial Advisor and Lead Financial Planner focused on helping clients achieve their financial goals.  His primary responsibilities include managing client relationships, development of the Firm’s proprietary financial planning software, WealthGuide®, and overseeing and managing the Firm’s compliance functions.

Jacob s a licensed Investment Advisory Representative, a member of the Financial Planning Association, a Certified Financial PlannerTM professional  and participant of the ZAG Leadership Institute.  Jacob received his Bachelor of Business Administration in Financial Services from the University of North Texas and has completed postgraduate studies in investment, insurance, employee benefits, income taxation, retirement and estate planning.

 

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