Jim joined Beaird Harris Wealth Management, Inc. in 2007, returning to the industry after fifteen years in banking and retail management. He recently passed the Series 65 Uniform Investment Advisor Law exam to become a licensed Investment Advisory Representative. Jim works in the Operations Group, where his duties include new client on-boarding, executing portfolio trades, facilitating client deposits and disbursements, and quarterly client reporting. He maintains our portfolio management software, data integrity, and also assists in billing functions. Jim helps maintain licensing for the firm and advisors, as well as, annual SEC filings.
Jim received a Bachelor of Science degree in Economics from Texas A&M University in 1987. He has completed additional training and research in investment and retirement planning, lending and small business banking. He has been involved in many charitable organizations, including Special Olympics and serving on the funds disbursement committee for United Way.