Jacob is a Partner and Wealth Manager at Beaird Harris Wealth Management. He helps guide clients through financial decisions, educating them about their investments, insurance, estate plan, employee benefits and retirement plans, and works with clients to coordinate, implement and monitor their financial plans. He is a licensed Investment Advisory Representative, Certified Financial Planner™ professional and member of Financial Planning Association.
Jacob joined Beaird Harris in 2004 and quickly developed a passion for the business. As his career progressed, he transitioned through our Operations, Financial Planning and Wealth Management departments, which ultimately lead him to becoming one of the youngest Partners ever admitted to the firm.
Jacob received a Bachelor of Business Administration in Financial Services from the University of North Texas. This academic coursework was 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.