COVID-19 Update: Beginning May 18, we will begin cautiously reopening Beaird Harris. Read More.
If you have any questions, please reach out to your primary Beaird Harris contact or call (972) 503-1040.

Beaird Harris will be closed on Friday, July 3rd in observance of the Independence Day holiday.

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.

 

Share This
Share on facebook
Share on twitter
Share on linkedin
Share on email
schedule call

Schedule a complimentary call today.

We’ll help you get started and learn more about Beaird Harris.

Beaird Harris

Beaird Harris

12221 Merit Drive, Suite 750 Dallas, TX 75251

Lets Talk
Let's Talk

Phone: (972) 503-1040
Fax: (972) 503-1120

Follow Us
Follow Us

Like social media? Receive and share insights in real time.

Our Team
Our Team

You don't get just one advisor - you get our whole team!