Jacob King is a Partner and Wealth Manager at Beaird Harris Wealth Management, where he helps successful individuals, families and business owners make confident financial decisions and plan for the future with clarity. Drawing on two decades of experience, Jacob partners closely with clients to coordinate and implement financial strategies spanning investments, retirement, estate planning, insurance, tax considerations and more — all with the goal of helping clients align their wealth with what matters most to them.

Jacob specializes in complex business transactions and the estate planning strategies that often accompany them, providing thoughtful guidance to business owners navigating significant milestones — from ownership transitions and liquidity events to preserving and transferring wealth across generations. He works closely with clients, their attorneys, and other advisors to help ensure business decisions and estate plans are fully aligned, tax-efficient and designed to support the client’s long-term vision for their family and legacy.

In addition to his work with clients, Jacob plays a leadership role in guiding the direction of the Firm. He serves on Beaird Harris’ Executive Committee, where he helps shape the Firm’s long-term vision and client experience, and on the Investment Committee, where he helps oversee the Firm’s investment philosophy, asset allocation strategies and ongoing research.

Jacob is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Certified in Blockchain and Digital Assets (CBDA) designation, equipping him with specialized knowledge to help clients navigate both traditional and emerging investment opportunities. He earned a Bachelor of Business Administration in Financial Services from the University of North Texas, a CFP Board-Registered Program, and has completed postgraduate coursework in investments, insurance, employee benefits, income taxation, retirement, and estate planning.

Since joining Beaird Harris in 2004, Jacob has advanced through roles in operations, financial planning, and wealth management — a journey that gives him a well-rounded perspective and makes him a trusted partner in every stage of his clients’ financial lives.