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.

Jacob King

Jacob King

Shareholder
CFP®

Jacob King, CFP®

Shareholder

Jacob joined Beaird Harris in 2004. Jacob is the firm’s Chief Compliance Officer, Advisor and Lead Financial Planner and works with clients regarding their financial planning and investment related needs. In addition, Jacob is responsible for the development and implementation of the firm’s proprietary financial planning software, WealthGuide Planner®. Jacob is a licensed Investment Advisory Representative, a member of the Financial Planning Association and a Certified Financial Planner™ professional.

Jacob received his Bachelor of Business Administration in Financial Services from the University of North Texas. This academic coursework has been certified as a CFP Board-Registered Program by the Certified Financial Planner Board of Standards, Inc. Jacob has also done postgraduate studies in the fields of investment, insurance, employee benefits, income taxation, retirement and estate planning.

Connect

Education

B.B.A., University of North Texas

Certifications / Licenses

Certified Financial Planner (CFP®)
Investment Advisor Representative
Chief Compliance Officer (CCO)

Involvement

Financial Planning Association
Zero Alpha Group

Recognition

N/A

Years at Beaird Harris

16 Years

Prior Experience

N/A

Born & Raised

Houston, TX
Dallas, TX

Family

N/A

Favorite

N/A

Fun Fact

N/A

Favorite Quote

“Better is the enemy of good.”
– Voltaire

Biography

Jacob joined Beaird Harris in 2004. Jacob is the firm’s Chief Compliance Officer, Advisor and Lead Financial Planner and works with clients regarding their financial planning and investment related needs. In addition, Jacob is responsible for the development and implementation of the firm’s proprietary financial planning software, WealthGuide Planner®. Jacob is a licensed Investment Advisory Representative, a member of the Financial Planning Association and a Certified Financial Planner™ professional.

Jacob received his Bachelor of Business Administration in Financial Services from the University of North Texas. This academic coursework has been certified as a CFP Board-Registered Program by the Certified Financial Planner Board of Standards, Inc. Jacob has also done postgraduate studies in the fields of investment, insurance, employee benefits, income taxation, retirement and estate planning.