COVID-19 Update: Beaird Harris has shifted a significant number of our team members to work remotely.
We continue to serve and care for our clients, just as we always have, and are available by phone, video or email.
Beaird Harris will be closed Wednesday, November 23rd (at noon) through Friday, November 25th in observance of the Thanksgiving holiday.
We’ll reopen on Monday, November 28th at 8:30am.
Beaird Harris will be closed Friday, December 2nd for our annual Christmas celebration. We will reopen on Monday, December 5th at 8:30am.
Beaird Harris will be closed Monday, January 2nd in observance of the New Year.
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.
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.
Connect
Education
Certifications / Licenses
Involvement
Recognition
Years at Beaird Harris
Prior Experience
Born & Raised
Family
Favorite
Fun Fact
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
12221 Merit Drive, Suite 750
Dallas, TX 75251
Phone: (972) 503-1040
Fax: (972) 503-1120
You don't get just one advisor - you get our whole team!
Like social media? Receive and share insights in real time.