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Jim Simmons

Jim Simmons

Operations

Jim Simmons

Operations

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.

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Education

B.S., Texas A&M University

Certifications / Licenses

FINRA Series 65
Notary Public, State of Texas

Involvement

Special Olympics

Recognition

N/A

Years at Beaird Harris

12 Years

Prior Experience

Chase

Born & Raised

Harlingen, TX
Rockwall, TX

Family

Jim and wife Laura enjoy spending time with their daughter Delani.

Favorite

Book: Illusions – Adventures of a Reluctant Messiah

Fun Fact

N/A

Favorite Quote

“The bond that links your true family is not one of blood, but of respect and joy in each other’s life. Rarely do members of one family grow up under the same roof.”
– Richard Bach

Biography

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.