Jacob Burk King
Analyst-Equity bij Beaird Harris Wealth Management LLC
Profiel
Mr. Jacob B.
King is a Partner at Beaird Harris Wealth Management LLC.
He is also a Wealth Manager at Beaird Harris.
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 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.
He received a Bachelor of Business Administration in Financial Services from the University of North Texas.
He is a licensed Investment Advisory Representative, Certified Financial Planner professional and member of Financial Planning Association.
Actieve functies van Jacob Burk King
| Bedrijven | Functie | Begin |
|---|---|---|
Beaird Harris Wealth Management LLC
 Beaird Harris Wealth Management LLC Investment ManagersFinance Beaird Harris Wealth Management LLC (Beaird Harris) is an independent registered investment advisor and wealth management firm headquartered in Dallas, Texas. The firm was founded by Patrick C. Beaird in 1996. Beaird Harris provides a variety of investment advisory and financial planning services to individuals, high net worth individuals, pension, 401(K) and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Analyst-Equity | 01-01-2004 |
Opleiding van Jacob Burk King
| University of North Texas | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
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Beaird Harris Wealth Management LLC
Beaird Harris Wealth Management LLC Investment ManagersFinance Beaird Harris Wealth Management LLC (Beaird Harris) is an independent registered investment advisor and wealth management firm headquartered in Dallas, Texas. The firm was founded by Patrick C. Beaird in 1996. Beaird Harris provides a variety of investment advisory and financial planning services to individuals, high net worth individuals, pension, 401(K) and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Finance |
